Jim Garvin, CFP® SeedSafe Financial

About Jim Garvin, CFP®

Hi, my name is Jim! 🙂

I am a financial planner, traveler, rock climber, and photographer who loves to work with like-minded, down to earth people.

My focus is on people in tech. I work with folks from start-up companies (series B to tender offer to IPO) as well as large tech employees (ex. Google, Microsoft & Amazon).

My goal with clients is to find out what is important to them and how they can best ‘optimize’ their life. The most common things we help people with are stock options decisions, stock compensation analysis, buying homes / real estate investments, optimizing taxes & investment strategies, early retirement & making sure you are on the right track financially.

A little bit about my background:
I grew up in the Youngstown, Ohio area, which was once a prospering steel town located in the heart of the Rust Belt. While growing up, I was taught at an early age to appreciate the value of the dollar and a hard day’s work. As I grew older, I became fascinated with entrepreneurship, tech, and my own personal finances. This fascination lead me to obtain my Certified Financial Planner designation (CFP®)

Before joining SeedSafe Financial, I worked as a small business consultant with the Small Business Administration. There, I worked alongside small business owners to improve their cash flows, profitability, and to help them understand their customer base. I spent several years working with Edward Jones Investments and eventually opened my own outsourced financial planning firm, Garvin Planning Co.

Nowadays, I work with folks from all over the United States virtually and help them gain clarity around their finances.

On a personal note:
I grew up in the Boy Scouts of America and obtained my Eagle Scout. I am a big outdoorsman and traveler and recently have been getting into rock climbing. Some of my favorite hobbies include skiing, running, and scuba diving. Every free chance I get to be outside and enjoy nature, I take it! As a virtual advisor, I cherish my location independence and I am in the process of traveling through my personal bucket list.

Life Motto:
“Life is either an incredible adventure, or it is nothing at all.”

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Recently Published

Carta is a tool, but not law

September 23, 2022

As a financial planner, I love Carta.  It is a great tool – no more paper share certificates or poorly scanned copies of stock agreements.  Everything is in one place and Carta has a great estimator for ISO exercises.  So cool, but it is not law.  It still requires the correct inputs from your tech […]

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What should I do in a down market?

September 9, 2022

This summer was the first time in a few years ravaged by COVID that we could finally go out and play as a family again.  It also was a time for a down market to hit.  Higher gas prices and inflation nipping at our heels wasn’t fun to witness while traveling. A down market feels […]

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What to do with stock options at termination

May 27, 2022

Stock options (ISOs or NQSOs) generally expire 10 years from the date of grant.   This makes sense most of the time as the majority of startups aim to go public or exit within that time frame.  What we don’t think about is what happens to stock options at termination. This isn’t the only time you […]

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Ideal Clients

  • Gen Y/Millennials
  • Outdoor Enthusiasts
  • Tax Planning
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $350+/mo
  • Flat Fee: $3496+/engagement
  • Assets Under Management: 0.25%

SEC Records

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