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.

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Recently Published

What Happens to my Stock in an Acquisition?

October 21, 2022

Tech professionals have such an interesting life from a stock perspective.   You work hard to understand your offer letter, these weird stock things, and what that means from a tax perspective.   The fun doesn’t end there – now an acquisition turns your beautiful plans into reality! What happens to your stock in an […]

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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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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Gen X
  • Investment Planning & Management
  • Tax Planning
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $350+/mo
  • Flat Fee: $3500+/engagement
  • Assets Under Management: 0.25%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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