Rebecca Conner, CFP®, CPA SeedSafe Financial LLC
About Rebecca Conner, CFP®, CPA
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.
Many clients we work with have large windfalls of cash from their stock options. Either right after an IPO, a merger / acquisition, or some other event. Some choose to invest their proceeds into the stock market, while others want to own something for long term cash flow. We often hear the question, “should I […]
The post Should I use my stock comp to buy rental property? appeared first on Financial Advisor|CPA|SeedSafe Financial.
I’m not pessimistic usually, but New Year’s Resolutions are definitely at the top of my list of anti-cool. How in the world am I suppose to be able to say, ‘Poof! And now I will eat healthy from now on, starting today!’…? Or decide that this year I will sleep more, drink less, meditate more, […]
The post New Year’s Resolutions Suck. Joyful (Money) Habits are Better. appeared first on Financial Advisor|CPA|SeedSafe Financial.
by Jim Garvin, SeedSafe Financial LLC Lead Planner Stepping away from work and the normal American life for an entire month to travel isn’t the norm. It gave me a lot of headspace to think, reflect and experience life with new people and new cultures. If I could summarize the theme of my reflections, it […]
- Gen X
- Investment Planning & Management
- Tax Planning
- Technology Professionals
Ways Advisor Charges
- Monthly Fee
- Assets Under Management
- Monthly Fee: $263+/mo
- Hourly Fee: $250+/hr
- Assets Under Management: 0.50%