San Francisco CFP® financial Advisor

-Certified Financial PlanneR-

San Francisco Wealth Planning’s CFP® advisors provide comprehensive financial planning and wealth management for families, technology professionals, and founders navigating life in the Bay Area. We are proud members of the San Francisco Financial Planning Association, XY Planning Network, Fee-Only Network, and registered with the CFP Board.

Fee-Only Advisor

We are compensated by our clients through a transparent fee agreement, earning no commissions of any kind for product sales or referrals. As an independent Registered Investment Advisor, San Francisco Wealth Planning is not affiliated with any brokerage firm, insurance company, or bank. Learn more about our transparent pricing.

Fiduciary commitment

We are committed to work in your best interest. Our CFP® financial advisors and advisory team are legally sworn and obligated to always place the interest of the client ahead of their own. Learn more about our vision and commitment to our clients.

Comprehensive Financial Planning

We’re here to help you navigate the complexities of real life. Whether you’re contemplating buying a house while at the same time paying off student loan debt, planning for your kid’s education while simultaneously considering a career transition, or wondering whether to participate in a tender offer given your other goals and opportunities- we will help you through the decision process and explore together how each choice impacts others. Learn more about our services and how we help people like you.

CFP® Planning - Focused On Technology professionals

Whether you’re in the process of going through an IPO, leaving your startup with unexercised options, navigating an acquisition or founding your first company, know that we have walked the journey with someone else like you. Learn more about our financial planning services and our equity planning program.