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.
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.
There’s no shortage of confusion about what to do with investments, accounts, and complicated assets like various stock options since tax reform went through in the last few weeks of 2017. This is especially true of tech company employees and other young...read more
In January 2018, Bloomberg reported that Dropbox filed for an initial public offering (IPO) in the U.S. While certainly newsworthy, there was one factor in this particular filing that made it especially interesting: Dropbox filed confidentially, and may be the first...read more
When Congress passed the Tax Cuts and Jobs Act in December 2017, one of the new features introduced to the tax code was the 83(i) election. This offers a tax break for certain stock option holders, and could significantly benefit your financial situation if you...read more
Not all stock option strategies are created equal, and the right strategic moves for you as a tech employee will depend on when you came on the scene. Unfortunately, you can’t just copy your coworkers when deciding what to do with your stock options. You need a...read more
Stock options can be a great way to supplement your income and build wealth. It’s critical that you know your strategy to make the best of them inside and out.read more
Receiving stock options can provide you with a fantastic opportunity to build wealth. But as with any investment, nothing is guaranteed -- and making the wrong stock option decisions could cost you. To help you avoid making a mistake, let’s discuss the things you...read more
Plus steps to take now The impact of new tax legislation will vary by Taxpayer depending on your particular situation. Generally, tax rates have been lowered but many itemized deductions have been significantly limited or eliminated. The standard deduction has been...read more
The past few weeks in the world of tech companies have been like Mitch-a-Palooza from the movie Old School: a wild and crazy party thanks to the Uber tender offer. We’ve been working ‘round the clock to help current clients and new contacts with this tender offer --...read more
If you’ve been waiting for your private company to go public so you can offload some of your shares, you might not have to wait until the initial public offering (IPO). With a tender offer, you could sell some or all of your shares without the waiting or speculation...read more