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Brian Fry (CFP)

Brian Fry focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Generation X
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

I specialize in helping high-earning professionals and pre-retirees plan their financial future.

Most of my clients are navigating:

  • Equity compensation like RSUs
  • 401(k) and other savings
  • How to pay less in taxes today and in the future
  • Planning to make work optional or for retirement
  • Busy careers, many in big tech, with limited time to coordinate it all

Whether you’re climbing the ladder, weighing your next move, or planning for retirement, I focus on coordinating your financial life so you can focus on what matters most.

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.

Additional Information

Hi, I’m Brian, Founder and Financial Planner at Safe Landing Financial.

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.

NAPFA Start Date

August 27, 2018

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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9415 Culver Blvd, #33 Culver City, CA 90232 Phone: (512) 662-1835
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