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. Wealth Management is best suited for someone who wants to offload the work and worry of their financial planning to an experienced financial planner. KB Financial offers an integrated approach to your financial planning.
Planning for Young Professionals
Stock Option Analysis
Stock options and taxes are confusing. Should you exercise? 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 is designed to provide guidance and support regarding your stock options and taxes.