Seaborn Financial, Llc
Driven by data? So are we. Seaborn Financial, LLC is a fee-only, comprehensive financial planning firm that focuses on tech professionals. What does that mean? It means that we don't accept commissions from anyone, ever. It means have a fiduciary obligation to you - we're legally obligated to always work in your best interest, rather than a salesperson, who is obligated to work in the best interest of the company they represent. It means we fully optimize your finances, including investments, retirement planning, savings, debt, employee benefits, cash flow management, insurance, and more. And it means that we're especially well-equipped to deal with issues specific to tech professionals, like how best to handle their ESPP, 401(k), and stock options.
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Verified contacts
4
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
28
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
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Benjamin Yeung
Lead Advisor · General Business & Management
EmailPhone - DR
Dalia Rawandoozi
Operations Specialist · Operations
EmailPhone
Showing 2 of 4 verified contacts
Top roles at Seaborn Financial, Llc
4 distinct titles indexed · top 4 shown.
- 1financial planner
- 1lead advisor
- 1operations and compliance senior associate
- 1operations specialist
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