Rebecca Conner, CFP®, CPA SeedSafe Financial LLC
About Rebecca Conner, CFP®, CPA, RLP
I believe that no matter what living a wealthy life means to you – maximizing your happiness begins with taking control of your financial life.
My mission is to cut through the crap and meet you where you are. I offer you online, automated ways to manage your money with flexible financial planning. I work with tech entrepreneurs and professionals as a financial coach and confidant, helping you grow your wealth.
I help my clients learn more about stock option/RSU strategies, IPO and acquisition stock sale strategies, real estate investment analysis, business strategy and other financial planning topics.
In my off-time, I enjoy mentoring startups through Techstars and helping small business owners think more about their operations and financial metrics.
I am originally from Dallas, Texas and I graduated from the University of Texas at Austin with a degree in the Business Honors Program and Accounting with a Masters in Professional Accounting.
Before founding SeedSafe Financial, I was a Director of the Investment Team for Lighter Capital, a financial advisor at Merriman Wealth Management, and headed the tax department for Dimensional Fund Advisors.
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 […]
During a ‘down time’ in the economy, many companies may turn to tender offers to satisfy grumbling employees who expected an IPO. Other private companies may provide tender offers as the company becomes more mature and stable. This is generally in the later stage of the tech life cycle. Tender Offers are a funny animal. […]
Preparing for a Parent Emergency Each year, our financial advisors launch an ‘Annual Renewal’ with clients. We discuss, what does money allow you to do? What should we focus on for this year? Are there any changes with children, parents, etc that you need help thinking through? A big theme we saw this year was […]
- Gen X
- Investment Planning & Management
- Tax Planning
- Technology Professionals
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Assets Under Management
- Monthly Fee: $350+/mo
- Flat Fee: $3500+/engagement
- Assets Under Management: 0.25%