Rebecca Conner, CFP®, CPA SeedSafe Financial LLC
- Virtual, Austin, TX
- (360) 602-1274
- http://www.seedsafefinancial.com/
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.
Recently Published
Cash Reserves and Tax Reserves for Google RSUs (‘GSUs’)
February 24, 2023Below is an excerpt from our ebook on How to Build Wealth at Google coming out in March 2023. Want to be one of the first people to get a copy of the ebook when it launches? Join our newsletter HERE. Cash reserve and Tax reserve for GSUs Speaking of savings goals! While investing is […]
Exercising Stock Options Pre-IPO
February 5, 2023Exercising stock options pre-IPO means evaluating risks and rewards. What will happen to the stock over time? Will the Company continue to do well? When could an IPO happen? How long might the stock remain illiquid/unable to be sold? Once you evaluate your risk, then it’s about understanding the ramifications of exercising the stock […]
Do I need an investment manager? or can I VTSAX and chill?
January 13, 2023New families reaching out to us tend to have the best questions. How do you think about tax planning? What should I do for college for my kids? Do I really need an investment manager or can I do it on my own? You know, VTSAX and chill? I love the marketing of VTSAX and […]
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.
