Alex Smith, CFP®
Guiding young families through equity comp, taxes, and everything in between.
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Serving Clients Nationwide
Guiding young families through equity comp, taxes, and everything in between.
Areas of Focus
- Buying a House
- Employee Benefits
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- Family and Money
- Financial Life Planning
- Giving
- Investing
- Real Estate Investing
- Retirement Planning
- Retiring Early (F.I.R.E)
- Saving for College
- Taxes
About Alex Smith, CFP®
Hi, I'm Alex Smith, a CERTIFIED FINANCIAL PLANNER™ at SeedSafe Financial. I help tech professionals and young families make smart decisions about their money, especially when equity compensation, taxes, and competing priorities are involved.My approach is practical, clear, and focused on what matters most to you. Whether you're trying to make sense of RSUs and ISOs, deciding how much house you can afford, or figuring out how to invest while raising a family, I'm here to guide you through it.
Before becoming a financial planner, I spent 15 years in corporate finance and engineering, including six years at Amazon. That experience helps me bring a logical, numbers-first mindset to financial planning, always with a real-life lens.
When I'm not working with clients, I'm usually running, chasing my kids around, or planning our next family adventure.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Business Administration (MBA)
Affiliations
- XY Planning Network
Primary Location
60126
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief onboarding form to help me understand your individual circumstances. Then let me know a convenient time for an introductory call. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About SeedSafe Financial
SeedSafe Financial was born to help you make the most of the financial opportunity you have and to be capable of doing more with your life.We are here to empower you to make decisions that increase the value of your life and net worth.
It’s easy to get on the hamster wheel of work, and with remote work taking a front seat, work life bleeds into personal life. We are your thinking partner to keep the Big Why in mind.
You won’t be in tech forever – so this is our time to make the most of what you are bringing in the door and optimize for the life you want to lead… Providing for your family, putting the kids’ education at the forefront and supporting your community. You are looking to make the right moves to have more flexibility and intention for your life.
We make money more fun for you by streamlining your finances, making your options clear, and empowering you to increase the value of your life’s worth.
Education
DePaul University, Master of Business Administration (M.B.A.), Finance, Investment Management | Miami University, Bachelor's Degree, Engineering Management
Hobbies and Interests
- Family
- Golf
- Running
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Engineers
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Real Estate Investors
- Technology Professionals
- Young Families
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