Rebecca Jackson, CPA, CFP®
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
- Compensation Planning
- Employee Benefits
- Employee Stock Options
- Equity Compensation Options
- Family and Money
- Financial Life Planning
- High Net Worth
- International and Cross-border Planning
- Multi-Generational Wealth
- Taxes
- Women & Wealth
About Rebecca Jackson, CPA, CFP®
Hi, I'm Rebecca Jackson. I’m a business owner, financial planner, and tax nerd extraordinaire. I’ve always loved the fast paced nature of technology and startups, even as a boring old tax CPA. I often find myself in the space where investments meet tech and I love it!In my past, I ran a venture debt Investment Team and traveled across the West half of the US to get to know startups better. Then, I became a Controller for a Series B startup and helped them develop an accounting department. My volunteer time was even focused on startups as a Techstars Mentor and Advisor to FinTech startups.
With the birth of my daughter, I needed to take a step back to keep her health a priority. That’s when SeedSafe Financial LLC became a reality! I decided to live my best life by supporting you through similar hurdles on your journey to wealth and financial freedom.
Originally from Dallas, Texas, I am a CERTIFIED FINANCIAL PLANNER™ professional, a Registered Life Planner® and is a CPA (Certified Public Accountant). 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. I worked in public accounting and then headed up the tax department for Dimensional Fund Advisors and became a Wealth Manager for Merriman before moving over to tech.
Outside of work, I get lots of family time with family bike rides, reading books together, and guiding my kids in discovering the world :). When we aren’t outside or at work/school, we can be seen trying new restaurants and parks while we wait out this season of life and yearn to be back at traveling far and wide! We previously lived in Luxembourg (yes, that tiny little country in Europe) for a few years as well.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Public Accountant (CPA)
- Registered Life Planner (RLP)
Affiliations
-
AICPA Personal Financial Planning (PFP)
- CFP Board
- Kinder Institute of Life Planning
- The AGC
- XY Planning Network
- CFP Board
Primary Location
Austin, TX, USA
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 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
University of Texas, McCombs School of Business, Masters, Professional Accounting - Audit with Emphasis in Taxation
Languages
- English
Hobbies and Interests
- Cycling
- Family
- Reading
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Gen X
- Gen Y / Millennials
- Technology Professionals
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