Jim Garvin, CFP®, EA
You nerd out on tech and we’re geeked about your financial potential.
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Serving Clients Nationwide
You nerd out on tech and we’re geeked about your financial potential.
Areas of Focus
- Employee Benefits
- Employee Stock Options
- Family and Money
- Financial Life Planning
- Taxes
About Jim Garvin, CFP®, EA
Hi, I'm Jim Garvin. I grew up in the Youngstown, Ohio area and did what all good college students do – started in a major because it sounded cool. I love computers and thinking about the world in a new way, so computer science called to me in college. What I didn’t know was that loving math and contemplating the future of work could actually indicate another career option…financial planning.I switched paths to become a financial advisor at Edward Jones and run my own paraplanning business to support advisors. Then, I found SeedSafe Financial. I didn’t know it at the time, but my almost 4+ years at this firm have led me to my passion of working with individuals and couples so they can make work-life optional. Let’s get you set for your next big adventure!
I am an adventure nut for sure. I grew up in the Boy Scouts of America and obtained my Eagle Scout which laid the foundation for my adventurous character. As a big outdoorsman and traveler, I appreciate long treks and mountaineering/skiing adventures. I have a fantastic dog named Ross, a wonderful cat (Winston) & a beautiful fiance (Abby).
As a virtual lead planner, I cherish my location independence and I am in the process of traveling through my personal bucket list. Being in different places and culture opens my mind to the possibilities and the importance of being present every day in our lives.
I want to be that person that can still say ‘WOW, that moss on the tree is SO COOL!’ or ‘Did you see how BIG that yak was?!’
I am a Certified Financial Planner(™) and member of the XY Planning Network.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
Affiliations
-
The AGC
- XY Planning Network
Primary Location
Pittsburgh, Pennsylvania
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
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
Youngstown State University, Bachelor's Degree, Accounting and Finance
Hobbies and Interests
- Family
- Hiking
- Skiing
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Gen X
- Gen Y / Millennials
- Technology Professionals
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