Author: Landon Loveall, CFP

Landon Loveall, CFP®, joined KB Financial Advisors in 2012 and leads the firm's On Your Way to Wealth program for tech founders, FAANG employees, and pre-liquidity startup employees. He focuses on equity compensation strategy across RSUs, ISOs, NSOs, ESPPs, 83(b) elections, AMT planning, QSBS qualification, and pre-IPO preparation. Landon earned his CFP® designation in 2009 and works with technology professionals nationwide from his base in Nashville, TN. Featured in: Authority Magazine ("The Five Essentials of Smart Investing" and "5 Things To Look For When Hiring a Financial Planner"), A Geek Leader Podcast (Ep. 363), Financial Freedom Podcast (Ep. 208: Understanding Stock Options), Money Alignment Academy / Aligned Money Show.