COMPOUND YOUR POTENTIAL
COMPOUND YOUR POTENTIAL
Financial, tax, and stock option planning for tech professionals.
Wealth Management & Fee-Only
Financial Planning Firm San Francisco
KB Financial Advisors provides financial planning and wealth management to tech industry professionals with stock options. We are conveniently located in the heart of San Francisco; our office may be just a short walk from yours.
With virtual or in-person meetings, day and night slots, we can accommodate your busy schedule. From taxes to investments, insurance to estate planning, we can help you get organized and build wealth.
Create your own personal board of directors with Jackie's new book.
This book is for women who want to move their businesses to the next level or have specific work issues to solve. It's a tool, it's a roadmap, it's the story of commitment, creativity and companionship that will inform, entertain and inspire you.
OUR SERVICES
Comprehensive Wealth Management
If the numbers have gotten really big and making a mistake is very scary, Wealth Management is the service to help you maximize your stock options and grow your wealth. Our San Francisco Wealth Management service is best suited for someone who wants to offload the work and worry of their financial planning to an experienced financial planner. KB Financial Advisors in San Francisco offer an integrated approach to your financial planning.
Financial Planning for Young Professionals
You are a young professional in San Francisco with stock options. You’ve got important questions, but you don’t have millions of dollars (Yet!). On Your Way to Wealth is a great way to get answers, organize a financial plan, and receive ongoing support.
Stock Option Analysis & Stock Option Consulting
Stock options and taxes are confusing. Should you exercise your stock options? Should you sell? Each decision creates both a great opportunity and a potential mistake that could cost you thousands of dollars in unnecessary taxes. Stock Option Analysis & Stock Option Consulting service is designed to provide guidance and support regarding your stock options and taxes.
OUR STRATEGIES
LATEST ARTICLES
How to Avoid the IRS Tax Trap on Stock Options
You could be overpaying your stock options tax without knowing it — even if you have a tax preparer. Here’s how to dodge this costly tax trap. Exercising your employee stock options is a good thing. After all, it usually means you’re becoming wealthier and smarter...
How to calculate your alternative minimum tax (AMT): 6 simple steps
Avoid a high alternative minimum tax (AMT) bill by understanding how ISO exercises impact it. Receiving incentive stock options (ISOs) has its perks. You can eventually sell them for a potentially life-changing payout. A payout that can be your ticket to financial...
Post IPO Selling Strategy: 5 Ways to Sell Stock After an IPO
The IPO was announced. You took action and did the 5 things everyone must do. Now, you are in the lock out period, and it is time to develop your post IPO selling strategy. The lock out period is the time when you are restricted from selling your shares. It usually...
Should I Buy a House Now or Wait? The Impossible Money Question
Should I buy a house now or wait? There is one question I struggle with more than any other. It's impossible to answer. On the surface it's easy. Buying a house is a good long-term move. There are tax benefits. You get to deduct your mortgage interest on the first...
New year, new tax goals: 4 ways to meet your 2024 tax resolutions
Close out your 2023 taxes and set yourself up for a prosperous 2024 with these tax tips. Now that we’ve entered a new year, you’re probably gearing up for a smooth tax season…right? Oh, just me? That’s awkward. You’re probably focused more on new workout regimens,...
Tips for working with your spouse at the same tech company
Finding the time to meet someone and date are really hard when you work in tech. There are the long hours at work, and the frantic pace of San Francisco. But, if marriage is part of your plan, a number of factors could lead to working with your spouse at the same...
Avoiding AMT on ISO stock options if your company’s stock drops
If the value of your company’s stock declined significantly after you exercised Incentive Stock Options (ISO), you may have a tax problem. Here is a strategy for avoiding AMT on ISO stock options when the stock price falls. Did you exercise and hold? A common strategy...
Why married female founders should have slush funds
Having your own stash of cash can strengthen your marriage. Most people would agree that communication and transparency are key tenets of any healthy marriage, but are there any secrets worth keeping from your spouse? What if the secret revolves around finances, a...
Everything You Need to Know About NSO Stock Options in San Francisco
Non qualified stock options (NSO) are one of three types of stock options commonly received by tech employees in San Francisco. Incentive stock options (ISO) and restricted stock units (RSU) are the others. None of the three are taxable when granted, but that’s where...