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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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%

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