San Francisco Financial Planning

Stock Options Consulting     /     Wealth Management     /     Taxes     /     Young 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.

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Comprehensive Wealth Management

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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.

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Stock Option Analysis & Stock Option Consulting

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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.


Click on each strategy to see how we will employ them to help you create your financial plan.

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How to Pay for College with Stock Options

You know that education is important. You’re probably better educated than your parents -- and your great income and stock options are both a product of that education. But you also know that the cost of an education will likely only increase. In fact, according to...

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ISOs and AMT Under the New Tax Laws: What You Need to Know

  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...

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The Definitive Guide on the Dropbox IPO for Tech Employees

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...

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3 Tech Employees, 3 Different Stock Option Strategies

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...

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Stock Option Decisions: How Do You Make the Best Choice?

  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...

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How the Tax Reform Bill Will Impact You

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...

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Uber Tender Offer: Do I qualify as an accredited investor?

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 --...

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We look forward to helping you on your path to a secure financial plan.
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