Brian Fry, CFP®
Financial planner for tech professionals
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Safe Landing Financial
Brian Fry, CFP®
Culver City, CA
Serving Clients Nationwide
Financial planner for tech professionals
Areas of Focus
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Brian Fry, CFP®
Hi, I’m Brian, Founder and Financial Planner at Safe Landing Financial.I started Safe Landing Financial to serve as a one-stop, fee-only financial planning firm for tech professionals who want to plan for a work optional future. I believe you deserve advice from a fiduciary who puts your best interests first. The name Safe Landing Financial was inspired by my love of travel, the idea of reaching your financial destination safely, and a desire to help others navigate complex financial decisions.
With more than a decade of experience in financial planning and investment management, I’ve seen how disconnected saving, investing, tax planning, retirement, insurance, and estate planning can feel without thoughtful coordination. My goal is to bring those pieces together into a clear, actionable strategy that helps you move forward with confidence.
Many of the people I work with are employed at large technology companies like Dell Technologies. They’re often facing complex decisions around RSUs, 401(k)s, deferred compensation, and planning for a work optional future. Here are a few common questions I help clients work through:
• How do I handle equity compensation and bonuses without getting crushed by taxes?
• Am I taking advantage of the advanced planning opportunities available to me?
• How do I balance enjoying life now with saving tax-efficiently for the future?
Here’s what you can expect when we work together:
• Confidence: Gain clarity on your full financial picture. My planning process ensures you’re on track and fully understand where you stand.
• Expertise: I make complex financial decisions easier to understand and take action. I specialize in guiding high-earning tech executives through their financial journey.
• Customization: Your plan evolves with your life, not a cookie-cutter approach. I help connect the dots from where you are today to where you want to be.
When I’m not working on financial plans or managing portfolios, I’m usually traveling with my wife and our 5-pound Maltipoo, Lorelei, searching for the best barbecue or a fresh ocean breeze.
If you're a tech professional ready to take control of your finances and plan for a work optional future, I’d love to hear your story.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
9415 Culver Blvd Ste. 33, Culver City, CA 90232
Video
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Complimentary Intro Meeting: A 30-minute intro meeting gives us each a chance to ensure your situation matches our expertise.Offers Investment Management
Yes
Education
The University of Kansas, Bachelor of Science (BS), Finance
Hobbies and Interests
- Animals
- Basketball
- Family
- Football
- Golf
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Engineers
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Remote Workers
- Technology Professionals
- Travel Lovers
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