San Francisco Financial Planning

Stock Options     /     Investment Management     /     Tax Planning

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Wealth Management & Fee-Only Financial Planning Firm
San Francisco

KB Financial Advisors provides financial planning to tech professionals with stock options.

Our focus is building plans around lifestyle, investments, stock options, and taxes. Founded in 2002, the firm has offices in San Francisco and Nashville, TN.

ABOUT YOU

You work in tech, and you have stock options:

  • Incentive Stock Options (ISO)
  • Nonqualified Stock Options (NQ)
  • Restricted Stock Units (RSU)

A stock option event (IPO, acquisition, new job) may be the reason you found us today. It might not be the first time you have dealt with an event like this. But, you know that an expert can help you manage the process.

You will deal with millions in your career with your six-figure income and stock options. Mistakes are costly. Your income goes up every year. So does your tax bill. The IRS loves you.

You are busy. You have maxed out what you can do on your own. You know some of the things you need to do. How do you find the time?

You need help to go further.

You like watching your numbers (income, net worth, stock options) go up. It feels like winning. But, the number is not as important as the lifestyle and flexibility the number allows you to afford.

Your needs are unique. You deserve a team of experts.

An advisor who works with retirees, pounding out social security projections can’t help you. You need a team that knows taxes, investing, and stock options.

You have come to the right place. This is what we do.

A Team of Experts Working For You

We understand your unique needs.

Our mission is simple.

We believe there is a compounding force in the work we do. Our goal is to get you to good decisions faster, so you can expedite your growth potential sooner.

Compound Your Return on Good Decisions

No more delays. No more wondering what to do. You can put our knowledge and experience to work for you to take action.

We have helped others like you.

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Let our team of Certified Financial Planners and Certified Public Accountants design a plan for you.

How We Can Get Started

The first step is to schedule an initial call.

The initial call is free. You will spend 20 to 30 minutes on the phone with Landon to accomplish two things:

  • For us to learn more about you
  • For you to see if working with us is right for you

The call ends with a review of our two services, a price to move forward, and next steps.

Get started now:

SCHEDULE A CALL TODAY

We look forward to helping you on your path to a secure financial plan.
financial planning firm san francisco california