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®
I help tech professionals, executives, founders, and families make thoughtful decisions about money - especially when equity compensation, taxes, investments, and major life transitions are involved.I've spent most of my career around financial complexity. But I've come to believe something pretty strongly:
Your financial life doesn't need to be complicated just because your finances are.
As the founder of SeedSafe Financial, I work with people across the journey from building wealth to navigating complex financial decisions - and eventually living in the financial independence they've created.
My clients often come to us with stock options, RSUs, concentrated positions, IPOs, career changes, or simply the realization that their financial life has become too interconnected to manage one decision at a time.
I’m a CPA/PFS, CERTIFIED FINANCIAL PLANNER™ professional, and Registered Life Planner® with a background spanning tax, investment management, venture debt, and startup finance. Before founding SeedSafe, I worked with firms including Dimensional Fund Advisors, Merriman Wealth Management, and Lighter Capital.
I also regularly speak on equity compensation, tax planning, entrepreneurship, and intentional wealth. My work has been featured in Forbes, MyStockOptions.com, and industry publications, and I was honored with the AICPA Personal Financial Planning Standing Ovation Award.
But good financial planning isn't about finding one more thing to optimize.
It's about knowing what matters, making thoughtful decisions, and creating more choices for how you live.
That became especially personal after my daughter was born and her health required me to rethink my own relationship with work. It's one of the reasons I started SeedSafe - and why I think about financial independence as much more than a retirement number.
Money is most valuable when it gives you choices.
Sometimes good advice means going deep into taxes, investments, and equity compensation. Sometimes it means diversifying the stock, paying the tax, taking the trip, and getting on with your life.
Knowing the difference is what I believe great financial planning is all about.
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 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
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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