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 is a fee-only financial planning, investment management, and tax firm helping professionals and families from wealth-building through financial independence.We have particular expertise working with tech professionals, executives, and founders navigating equity compensation, concentrated stock, taxes, investments, and major life transitions.
We also believe something pretty simple: more financial planning isn't automatically better financial planning.
That's why our services are designed around the amount of advice your life actually requires - from focused planning while you're building, to comprehensive ongoing guidance during periods of complexity, to streamlined investment and tax stewardship once you've reached financial independence.
We go deep when it matters. When it doesn't, we don't manufacture complexity to justify our role.
The goal isn't more financial planning. It's more choice in how you live.
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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