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We Work With Tech Professionals Who...

Receive unique forms of compensation, like RSUs, stock options, and bonuses, which come with complex tax implications.

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Does this sound like you?

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You’re unsure how to handle your stock options or RSUs

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You need a clear financial plan that grows with your career

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You want to reduce your tax bill but don’t know where to start

We help tech professionals handle complicated pay packages, including equity, bonuses, and high taxes.

Adapt goals to your growing career

Build wealth as your career evolves

Your financial goals and needs change as you grow in your tech career. Whether you’re negotiating a new job, planning a move, or preparing for a promotion, we’ll create a financial plan that fits your life. From managing your equity compensation to saving for big purchases like a home, we’ll help make sure your money works toward your long-term goals. Wherever you are in your career, we’ll help you stay focused on what matters most.

Make the most out of your pay

Grow wealth with a strategy that fits your short and long-term goals

Equity compensation and tech salaries offer great opportunities to grow your wealth, but figuring out how to get started can be tough. We create investment plans that match your career and financial goals. Whether you’re saving for the future, buying your first home, or exploring ways to diversify, we’ll ensure your investments are headed in the right direction. Once your plan is in place, we’ll handle the day-to-day details so you can stay focused on your work and your life.

avoid major tax implications

Know what you'll owe: stay ahead of major tax surprises

Equity compensation, such as RSUs, non-qualified stock options (NSOs), and incentive stock options (ISOs), can create unexpected tax bills if you’re not prepared. RSUs are taxed as income when they vest, while NSOs and ISOs have their own unique tax rules that depend on when and how you exercise them. At KB Financial Advisors, we provide detailed annual tax projections that take into account your salary, bonuses, and equity grants. This helps you understand the tax impact of each type of equity, plan for upcoming vesting or exercise events, and identify strategies to reduce your overall tax burden.

Work with the experts in tech compensation

Restricted Stock
Units (RSU)

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Non-Qualified Stock Options (NSOs)

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Incentive Stock Options
(ISOs)

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The KB Advisors Difference

We turn the chaotic finances of busy tech 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:

  • 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

Turn your equity into opportunity with KB Financial Advisors

Don’t lose out on millions of dollars due to mismanagement of your equity. At KB Financial Advisors, we’ll help you make sense of your equity and taxes, so you can hold onto more of what you’ve earned. Schedule a quick call to see how we can help.

KB Financial Advisors

595 Market Street
10th Floor
San Francisco, CA 94105

Copyright © KB Financial Advisors 2024. All Rights Reserved
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