# SEEDSAFE FINANCIAL LLC

SEEDSAFE FINANCIAL LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** https://seedsafefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/seedsafe-financial-llc

## Regulatory record

- **CRD number:** 283887
- **SEC file number:** 801-134378
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283887

## About

SeedSafe Financial helps tech professionals and values-driven families make confident financial decisions. They are an independent, fee-only fiduciary firm of CFPs, a CPA, and an EA serving clients on stock compensation, tax planning, and life goals. They work with ambitious families navigating tech compensation, rising income, and real-life priorities.

## People

- Rebecca Jackson — CPA / PFS™, CFP®, RLP is the founder of SeedSafe Financial LLC
- Alex Smith — CFP® — Financial Advisor & Portfolio Manager
- Maren Madsen — Senior Operations Associate
- Keturah Orji — Paraplanner
- Jessica Shugart — Client Service Associate

## Related profiles

- [Optimal Planning LLC](https://altss.com/profile/optimal-planning-llc)
- [Freedom Trail Financial](https://altss.com/profile/freedom-trail-financial)

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Last updated: 2026-08-11T15:08:04.536Z

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