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  • What We Do
    • Financial Planning
    • Wealth Management
    • Tax Strategy
  • Equity Comp
    • Equity Compensation
    • RSUs Taxation
    • Incentive Stock Options
    • Non Qualified Stock Options
    • Qualified Small Business Stock (QSBS)
  • Success Stories
  • About Us
  • Blogs & Videos
    • Our Blog
    • Videos
  • Tools
    • Financial Independence Calculator
    • RSU Tax Withholding Calculator
    • AMT Calculator
    • The Million Dollar Mistake
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  • What We Do
    • Financial Planning
    • Wealth Management
    • Tax Strategy
  • Equity Comp
    • Equity Compensation
    • RSUs Taxation
    • Incentive Stock Options
    • Non Qualified Stock Options
    • Qualified Small Business Stock (QSBS)
  • Success Stories
  • About Us
  • Blogs & Videos
    • Our Blog
    • Videos
  • Tools
    • Financial Independence Calculator
    • RSU Tax Withholding Calculator
    • AMT Calculator
    • The Million Dollar Mistake
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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.

How Much Stock Should Founders Keep?

how much stock should founders keep

Explore how equity compensation evolves from founder shares to stock options and RSUs, and learn strategies to maximize your wealth.

From Founder Shares to RSUs: A Founder’s Guide to Equity Compensation

Equity Compensation

Explore how equity compensation evolves from founder shares to stock options and RSUs, and learn strategies to maximize your wealth.

Gifting QSBS Stock: What To Do and Not To Do

gifting qsbs stock

Here’s a guide for gifting QSBS stock so you are aware of the basic do’s and don’ts and it doesn’t end up becoming a huge liability to you.

How is Equity Typically Given to Founders?

Equity given to founders

Learn how is equity given to founders and what to watch out for to avoid financial challenges.

What Happens If You Don’t Exercise Your Stock Options?

exercise stock options

Be informed what happens if you don’t exercise stock options and the challenges that come as liquidity timelines shift.

The 5 Best Financial Advisors for Tech Employees, Founders & Equity-Holders

Best Financial Advisors for Tech and Equity

See the 5 best financial advisors for tech professionals to see if they’re a match for your business.

What Is a Cashless Exercise? (With Example)

Cashless Exercise

Find out if you can use a cashless exercise for your stock options. Understand how it works better with our example in this guide.

How to Calculate Your Financial Independence Number

Financial Independence Number

Know what is your financial independence number and how it can guide your planning for the future.

ISO vs NSO: What Type of Stock Option Do You Have (And What Should You Do About It?)

iso vs nso - man delivering the speech

Understand the key difference of ISO vs NSO to maximize your stock options and make smart tax decisions.

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KB Financial Advisors

595 Market Street
10th Floor
San Francisco, CA 94105

What We Do
  • Financial Planning
  • Wealth Management
  • Tax Strategy
  • Financial Planning
  • Wealth Management
  • Tax Strategy
Equity Comp
  • Equity Compensation
  • RSUs Taxation
  • Incentive Stock Options
  • Non Qualified Stock Options
  • Qualified Small Business Stock (QSBS)
  • Equity Compensation
  • RSUs Taxation
  • Incentive Stock Options
  • Non Qualified Stock Options
  • Qualified Small Business Stock (QSBS)
Who We Work With
  • Owners & Founders
  • Tech Professionals
  • Couples & Families
  • Owners & Founders
  • Tech Professionals
  • Couples & Families
Company
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  • About Us
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  • Success Stories
  • Privacy Policy
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KB Financial Advisors is an SEC-registered investment adviser. View our SEC adviser disclosure (CRD 134374).

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