#1 San Francisco Financial Advisors for Tech, Equity, & RSUs
Stock options, smart investments, and tax strategy for tech professionals & founders.
Are you a busy tech professional or founder who...
Has cash piling up with no plan in sight?
First, surprise tax bills. Then, hundreds of thousands in your checking account, shares piling up in a brokerage account. You’re too busy to keep track, and now you’re wondering if you’re missing out on opportunities because you haven’t set a plan in motion yet. The clock is ticking.
Is confused by what to do with your stock options & RSU?
Should you sell now or hold on for a bit longer? Why does your tax bill seem to keep growing? Figuring out your stock options can feel like a game of financial whack-a-mole—one decision leads to another, and it’s hard to tell if you’re making the right moves or just making it worse.
Has been hit with a surprise tax bill?
The first time you’re hit with a giant tax bill is a wake-up call. Maybe it’s from stock options you forgot about, or maybe you didn’t realize the income from your new RSUs was taxable right away. Whatever the cause, the pain is the same.
We turn the chaotic finances of busy professionals into a clearly defined plan
Common frustrations:
- “I don’t have time to research investments”
- "I have too much cash in my bank account!"
- “What do I do with my stock options?”
- “I want to invest in property”
- “I don’t want to miss out on millions”
- “I’ve been hit with a big tax bill”
Working with KB Advisors:
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Personalized investment
management
- Cash allocated to investments automatically
- Equity compensation planning
- Goal-based financial planning
- Diversified long-term wealth strategies
- Active, ongoing tax planning and preparation
Our San Francisco financial advisors design a plan that fits your career & life goals
Create a financial roadmap
We help you cut through the noise and focus on what really matters. Whether it’s buying a new house, investing in real estate, or starting a family, we create a clear financial roadmap so you can stop worrying about what’s next.
Perfect your investment strategy
We create a tailored investment plan that reduces risk and positions your wealth for long-term growth—so you don’t have to worry about those gut-wrenching moments when the market turns. No more shooting in the dark or second-guessing your decisions.
Lower your tax bill
Tax surprises, mismatched 1099s, or paying too much on your stock options? We help by fixing past mistakes, guiding you on when to sell or hold your equity, and making sure your tax payments match your actual income.
Finally - tech financial advisors you’ll love working with
We're not afraid to suggest bold ideas
Every process starts with a whiteboard session. We’ll scribble out all the possibilities—no idea is too wild—and then create a plan that matches your financial goals. We won’t just tell you what to do; we’ll work with you to make sure every decision fits your big picture.
No two financial plans are ever the same
Your financial goals are unique, and so is the strategy to get you there. We don’t use cookie-cutter solutions. We tailor everything to fit your situation—whether you’re navigating stock options, planning for retirement, or scaling up your tech business.
We've helped tech professionals for more than 30 years
For more than 30 years, we’ve helped tech professionals and founders make smart financial choices. Whether it’s managing stock options, planning for taxes, or setting long-term goals, we’ve guided people through it all—without the jargon.
We work with people who are open to change & new ideas
If you’re a tech professional...
We guide you through the complexities of equity, stock options, and tax planning, so you can keep more of what you earn.
If you’re the founder of a company...
We help you navigate the complexities of IPOs, selling your business, and planning for the financial future you’ve worked hard to build.
If you’re a couple or family...
We make sure you’re on the same page, so you can focus on your goals—whether that’s saving for a home, retirement, or your kids’ future.
Don't just take our word for it.
Check out our 5-star reviews:
Imagine your life in 3 years with a better SF financial advisor behind you
Picture yourself three years from now—still stuck in financial paralysis or confidently enjoying your future? Let’s work together to get you to the second one. Book an introductory call to see how we can help.