Independent CFP® for Silicon Valley Professionals & Families
Fiduciary Portfolio Management – No Sales Quotas. Just Real Advice.

Let’s talk about simplifying your portfolio and your financial life.

Investment Strategies

Tailored plans to grow your wealth effectively.

A strategic approach to securing your financial future.

Personalized financial advice for your unique goals.

Financial Planning

Risk Management

Retirement Planning

Focused retirement solutions for lasting peace of mind.

Family CFO services

Social Security Planning

Wealth transfer & Legacy Planning

Private Banking & Lending

Provide comprehensive financial oversight, acting as your personal financial quarterback.

Maximize what you’ve earned and avoid leaving money on the table.

Ensure your assets are passed on according to your wishes, minimizing taxes and complications.

Tailored credit, lending, and banking services giving you flexible access to capital when you need it most.

After 11 years in the finance industry, I founded Mietzner Wealth Management to give clients something large firms can’t: truly personalized, conflict-free portfolio management.

I use Charles Schwab as custodian and leverage BlackRock research as a foundation for investment strategy — all delivered with the fiduciary duty that comes with being a CFP® professional. That means I act in your best interest, always. Period.