We help tech professionals, founders, and families navigate the financial decisions that come with fast-paced lives.
“We were struggling with complex and time-consuming processes until we started using KB Advisor’s automated tools.”
Michael M, Accountannt
“We were struggling with complex and time-consuming processes until we started using KB Advisor’s automated tools.”
Michael M, Accountannt
“We were struggling with complex and time-consuming processes until we started using KB Advisor’s automated tools.”
Michael M, Accountannt
It’s easy to feel lost when you’re juggling a million things—retirement accounts, investments, stock options, tax strategies—and it’s all piling up.
With your salary growing, stock options piling up, and investments stacking up, the financial decisions start to feel overwhelming. One moment you’re questioning whether you should be saving more, the next you’re caught up in the latest financial trend that your coworker can’t stop talking about. With so many options on the table, it’s hard to know what to prioritize or whether you’re missing something crucial. Instead of feeling in control, it seems like you’re always scrambling—whether it’s reacting to surprise tax bills or managing new goals. The consequences of not being strategic with your money are bigger than ever.
At KB Financial Advisors, we understand that life’s changes come quickly. Whether you’re navigating a career shift, planning to buy a home, or managing equity compensation, we’re here to make sure your finances are ready for whatever’s next.
Your career is moving fast, and your finances should keep up. We help you figure out how to make the most of your salary, stock options, and career growth, so you can stay ahead without the financial stress.
Tax season shouldn’t feel like a guessing game. We’ll help you plan ahead, so when those surprise bills show up, you’re ready—not stressed.
We help you prioritize this major milestone, from managing your down payment to preparing for mortgage payments, ensuring you’re financially ready for the big move without losing sleep.
Stock options are great, but knowing when to sell or hold can feel like a guessing game. We help you figure out the strategy that works best for your financial goals.
Kids mean more expenses. We’ll help you manage the financial changes that come with starting a family—from saving for their future to budgeting for the present.
One investment strategy doesn’t fit all. We’ll guide you through diversifying your portfolio to balance growth and risk, setting you up for the future without overcomplicating things.
It may seem far off, but retirement isn’t something to put off. We help you map out a plan that allows you to live the way you want—without worrying about it today.
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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.
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.
For more than 30 years, we’ve helped professionals make smarter 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.
See the power of small differences in growth rates over time. Use this chart to compare how your portfolio could grow at different rates—like 5% versus 8%. Just enter your portfolio value, and watch how even a 3% difference can have a big impact on your wealth over the years.
Picture yourself five 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.
595 Market Street
10th Floor
San Francisco, CA 94105
