Bryan Hasling, CFP®

I surpassed 2K followers this weekend (100+ in a couple days!) sharing my journey thus far. I wanted to share a quick About Me for new followers: I’m a Partner @ Modern FP. Our new clients usually have ~$2-7M Net Worth and have significant Tech / Startup equity. RSUs, ISOs, NSOs. Tax Strategy + Asset Allocation are major concerns (and our expertise). Locations: SF Bay Area, NYC, DC, Boston, Austin. How did I get here? 2-yrs ago I left a $1B+ RIA in California. I was the high-achieving, young Partner with my future laid out. But as my wife and I were contemplating starting a family, relocating to TX, I wanted to build something that felt more... me. Raising a newborn son + building my practice has been the privilege of my lifetime. More encouraged about the future than ever. Cheers!

@jackiekenoyer Thanks it hurts!

@bryanhasling I love running where lots of people are too. Super motivating. Your pace is impressive!

Brisk SF morning

@jackiekenoyer Lot of runners out gotta keep up!

@bryanhasling What a run! Love it.

@Joecattle101 SF is beautiful

@bryanhasling Is that San Fransicko? Don't step in hunan waste.

Hello, old friend

@DrDanielYerger Unreal

@bryanhasling And some good pics to go with it!

@EAndkhoy Karl gave us a visit this AM

@bryanhasling You mean Karl? Yeah surprised he’s not there. Probably in the east bay lol

Where’s the Fog I was promised

@EAndkhoy It took a while but honestly I feel like SF is back!

@bryanhasling SF! Man I was there for a couple years pre Covid and was it a place to be

@SimplyCherieCPA Incredible day!

@bryanhasling I'm jelly! I love that city!

@AndyHVandenBerg Ok sure me too

Just found out my brother is having lunch with Howard Marks.

3-mos into the year and I found my Misogi Challenge. 🏊-> 🚴‍♂️-> 🏃‍♂️ Let the suffering begin.

@golfprogress 2, please!

@bryanhasling Welcome to the bay. Home of Anthropic AlternateMan. Working toward replacing human professional services providers with agreeable AI that relies on perfectly clean prompts from users who do not know what questions they should be asking or how to spot erroneous conclusions

This week I’m headed to meet all the AI engineers who are taking me out of the job

You just sold AI startup equity and netted $1.5M. You bought a home in SF, bc that's what you're supposed to do (?). Some went to a Down Payment. You want to invest the rest. The trouble is: your mortgage + housing costs are higher than your salary can handle. Mortgage + Prop tax (1.1%) + HOA ($750/mo) + parking spot ($300/mo) - welcome to SF. Instead of feeling poor - your investment acct covers the mortgage. Your paycheck covers your lifestyle, and you still have extra to save for the future. Not for everyone. But right for some.

@EAndkhoy everyone takes Waymos so maybe I'll just scrub those? I'm also very good at grabbing coffees. that should qualify for equity.

@bryanhasling Lol I'm right there with you. Childcare and maybe mobile car washes? Sounds like we're both short on time.

@Micha_Siegel Ha team up with me, that’s our client base

@bryanhasling Nice! Where are the AI engineers? I have all this equity comp tax expertise in my brain going to waste. I would like to get on front of some of them at some point.

@EAndkhoy I can’t Code but I will see if Anthropic is hiring for window washers or maybe like childcare provider?

@bryanhasling Just saw this too lol x.com/litcapital/sta…

@Micha_Siegel That is San Francisco my friend

@bryanhasling Where?

@ElizabethSBloom @SahilBloom 🏆

@SahilBloom 😏

What’s the single most underrated exercise? I’ll start: Heavy walking lunges. Full body strength, balance and stability, plus cardio at higher rep ranges.