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/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.