Rebecca Conner
CPA, CFP®
SeedSafe Financial LLC
Financial Advisor and Tax Advisor
Rebecca Conner
CPA, CFP®
SeedSafe Financial LLC
Financial Advisor and Tax Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Rebecca Conner, CPA, CFP®
Fee-Only financial planner located in Austin, TX, serving clients locally and across the country
Meet Rebecca Conner
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 (ISOs and NQSOs) and 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.
Rebecca Conner is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Rebecca Conner is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Rebecca Conner
Office Locations:
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Austin, TX 78739
