About KB Financial

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.

Our Team

Jackie Kleinman

CFP

Jackie Kleinman, CFP™, is the principal of KB Financial Advisors. Jackie started her career in financial planning in 1996 at an insurance and brokerage firm. She enjoyed the client interaction, but was bothered by the conflict of interest inherent in commission planning. In 2002, as an advocate of fee-only planning, she opened her doors to assist clients in growing their wealth and enhancing their lifestyles by combining investment advice, taxes and setting each individual’s priorities and goals.

Email: jackie@kbadvisors.com

Landon Loveall

CFP

Since passing the Certified Financial Planner (CFP) exam in November 2009, Landon has dedicated himself to the needs of busy young professionals. Before joining KB Financial Advisors in 2012, Landon founded Cumberland Wealth Planners in 2010 to serve clients in Nashville, TN. Landon took over the On Your Way to Wealth program in 2014 to help KB Financial Advisors further expand their work with young tech professionals in San Francisco who have stock options.

When he’s not on a plane to San Francisco, Landon lives in Nashville, TN with his wife Melissa and their three children.

Chelsea Rustek

Tax Manager

Chelsea is an Enrolled Agent, working in the taxation field since 2014, with a concentrated focus on individual and small business tax preparation. She graduated from Saint Leo University with her bachelor’s degree in Business Management. Chelsea is a member of the National Association of Enrolled Agents and Florida Association of Enrolled Agents. She is also a QuickBooks Online ProAdvisor and Florida Notary.

Chelsea’s background includes stock option compensation ranging from mergers & acquisitions, Restricted Stock Options, Incentive Stock Options, Employee Stock Purchase Plans and Non-Qualified Stock Options. In addition, she is familiar with IPOs for many companies and can help clients to plan for these large tax events. Her advanced knowledge of these topics help clients with their tax preparation and planning. Working hand and hand with the financial advisors to mitigate tax risks and burdens, makes her unique to our firm.

Jim Brightman

CPA

Jim Brightman has been a CPA in San Francisco since 1998 and received his masters in taxation at Golden Gate University. Jim specializes in stock option tax strategies, including AMT considerations and optimizing long-term capital gains. He has substantial experience developing tax-efficient ways to handle the timing of exercise and sale of vested stock options.

Our Story

KB Financial Advisors helps young, tech professionals make the most of their stock options and build wealth. Just like your career, stock options, and wealth, our firm is quickly growing. Here’s how we got here:

1996

Jackie works at brokerage/insurance firm for 6 years. Working as a broker she gains experience with investment methods and determines that selling products is not what she wants to do. Representing client’s needs motivates her to open her own fee only practice.

1998

Jim Brightman, CPA working within his own CPA practice starts working with tax issues related to stock options and tech industry professionals. Jim was writing blog posts on Yahoo in the 90s about stock options, income tax, and the alternative minimum tax.

2002

Jackie Kleinman, CFP founds KB Financial Advisors to provide comprehensive financial planning and wealth management on a fee-only basis.

2008

Driven by the demand from clients, KB Financial Advisors begins to focus on tech industry professionals with stock options in San Francisco.

2012

Landon Loveall, CFP joins KB Financial Advisors. Landon’s role was to support Jackie’s wealth management clients and help shape the firm’s investment strategy.

2013

KB Financial Advisors starts receiving lots of calls and e-mails from young professionals, who are looking for help but don’t have the same needs as someone with millions. In response to the demand, Jackie creates On Your Way to Wealth to serve the needs of young, tech-industry professionals with stock options.

2014

KB Financial Advisors experiences explosive growth. Landon Loveall, CFP begins to direct On Your Way to Wealth. Jim Brightman, CPA sells his CPA practice and joins KB Financial Advisors lending his extensive stock option experience to our continued focus on tech industry professionals.

2015

KB Financial Advisors and Cumberland Wealth Planners merge. KB Financial Advisors expands to two offices, with locations in San Francisco, CA and Nashville, TN.

KB Financial Advisors is focused on serving the needs of tech industry professionals in San Francisco. Our clients work for large, publicly-traded tech companies and start-ups located in the Financial District and South of Market. Jackie, Jim, and Landon are busy everyday helping tech industry professionals maximize their stock options and build wealth.

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

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