SeedSafe Financial LLC

Alexander Smith is a CFP® and holds a Series 65 license with four years of industry experience. He has been with SeedSafe Financial LLC since 2021 and previously worked at Amazon in various roles from 2014 to 2019. SeedSafe Financial serves individual and high-net-worth clients, focusing on entrepreneurs, executives, and employees in the technology sector. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs, offers a range of financial planning and investment management services, and is known for its client education initiatives and diverse service delivery options.

James Garvin is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at SeedSafe Financial LLC since 2019 and previously at Garvin Planning Co. and Edward Jones. SeedSafe Financial serves individual and high-net-worth clients, focusing on entrepreneurs, executives, and technology industry employees. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs, offers a range of services including investment management and financial planning, and operates across five offices with a notable emphasis on client education through seminars and speaking engagements.

I believe that no matter what living a wealthy life means to you – maximizing your happiness begins with taking control of your financial life. My mission is to cut through the crap and meet you where you are. I offer you online, automated ways to manage your money with flexible financial planning. I work with tech entrepreneurs and professionals as a financial coach and confidant, helping you grow your wealth. I help my clients learn more about stock option/RSU strategies, IPO and acquisition stock sale strategies, real estate investment analysis, business strategy and other financial planning topics. In my off-time, I enjoy mentoring startups through Techstars and helping small business owners think more about their operations and financial metrics. I am originally from Dallas, Texas and 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. Before founding SeedSafe Financial, I was a Director of the Investment Team for Lighter Capital, a financial advisor at Merriman Wealth Management, and headed the tax department for Dimensional Fund Advisors.

Misty Cherniss is a CFP® professional at TSG Advice Partners, LLC with five years of industry experience. She has worked at SeedSafe Financial, LLC and Clarity Financial Planners, and previously operated Cherniss Planning, LLC, which is currently inactive. TSG Advice Partners, LLC provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs an institutional modeling system with ETF-centered model portfolios and offers in-house tax preparation and bookkeeping services as part of its advisory offerings.