You have a big opportunity to build wealth

Our team of experienced tech financial advisors are here to help you achieve it.

Meet the leadership team at
KB Financial Advisors

Jackie Kleinman

CFP

Jackie Kleinman, CFP™, is the principal of KB Financial Advisors.

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.

Landon Loveall

CFP

Landon has led the On Your Way to Wealth program since 2014 to help busy tech professionals.

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.

Chelsea is an Enrolled Agent (EA), working in the taxation field since 2014. Chelsea is also an Equity Compensation Associate (ECA) through Santa Clara University, she brings advanced tax knowledge in equity compensation to our team. Chelsea’s expertise encompasses various stock option compensations, IPOs, and tax planning, allowing her to work closely with financial advisors to mitigate tax risks and burdens for our clients.

The KB Advisors Difference

We've specialized in tech financial advising for more than 30 years

Common frustrations:

“I don’t have time to research investments”
“My salary is taking off"
“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:

Personalized investment management
Paycheck allocation: cash, emergencies, investments
Equity compensation planning
Goal-based financial planning
Diversified long-term wealth strategies
Year-round tax projections

Imagine life in 3 years with a better 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.