Financial Planning Designed for Tech Professionals & Founders

Stock options, smart investments, and tax strategy for tech professionals & founders

You’re Making Good Money — Now What?

If you’re a tech professional, you’ve probably worked with someone who files your taxes in April… and disappears the rest of the year.

At KB Financial Advisors, we do things differently.

We talk before big moments — like exercising stock options, switching jobs, or selling equity after an IPO.

We help you run the numbers before your company goes public, before you accept a new offer, and before a surprise tax bill lands in your inbox.

We meet with you 2–3 times a year, brainstorm, collaborate, and build your financial plan, and actually respond when something changes.

And our advisors take on fewer clients so you always get thoughtful, hands-on support, not just surface-level advice.

What makes us different

You’re Used To

"I have too much cash in my bank account!"
“What do I do with my stock options?”
“I don’t want to miss out on millions”
"I have questions throughout the year without anyone to ask."
“I’ve been hit with a big tax bill”

KB Financial Advisors

Cash allocated to investments automatically
Equity compensation planning
Diversified long-term wealth strategies
Regular check-ins and a clear, evolving plan.
Proactive, ongoing tax planning and preparation

We Work Exclusively with Tech Professionals Earning Equity

Our team has helped hundreds of clients across major tech companies and startups navigate their most important financial decisions — from IPOs to retirement planning.

We’ve seen it all. And we help clients uncover thousands of dollars in preventable tax costs and missed opportunities, every year.

Jackie Kleinman

CFP

Jackie Kleinman, CFP™, is the principal of KB Financial Advisors.

Jackie Kleinman, CFP™, is the principal of KB Financial Advisors. Jackie started her career in financial planning in 1996 at an insurance and brokerage firm. She enjoyed the client interaction, but was bothered by the conflict of interest inherent in commission planning. In 2002, as an advocate of fee-only planning, she opened her doors to assist clients in growing their wealth and enhancing their lifestyles by combining investment advice, taxes and setting each individual’s priorities and goals.

Landon Loveall

CFP

Landon has led the On Your Way to Wealth program since 2014 to help busy tech professionals.

Since passing the Certified Financial Planner (CFP) exam in November 2009, Landon has dedicated himself to the needs of busy young professionals. Before joining KB Financial Advisors in 2012, Landon founded Cumberland Wealth Planners in 2010 to serve clients in Nashville, TN. Landon took over the On Your Way to Wealth program in 2014 to help KB Financial Advisors further expand their work with young tech professionals in San Francisco who have stock options.

When he’s not on a plane to San Francisco, Landon lives in Nashville, TN with his wife Melissa and their three children.

Chelsea Rustek

Tax Manager

Chelsea is an Enrolled Agent, working in the taxation field since 2014, with a concentrated focus on individual and small business tax preparation.

Chelsea is an Enrolled Agent (EA), working in the taxation field since 2014. Chelsea is also an Equity Compensation Associate (ECA) through Santa Clara University, she brings advanced tax knowledge in equity compensation to our team. Chelsea’s expertise encompasses various stock option compensations, IPOs, and tax planning, allowing her to work closely with financial advisors to mitigate tax risks and burdens for our clients.

Don’t Just Take Our Word For It.

We Work With Tech Professionals Who Are Done Guessing

If you’re tired of Googling your RSU questions, surprised by tax bills, or worried you’re making a costly mistake… you’re in the right place.

Schedule a free strategy call and we’ll walk you through exactly how we’d approach your situation.

Financial Planning Designed for Tech Professionals & Founders

Allocate Your Paycheck

Financially Plan For Life Goals

Stop Surprise Tax Bills

Equity Comp Planning

Understand Your Withholding

Plan For Financial Independence

Plan for
IPO/Exits

Avoid Multi-Million Dollar Mistakes

You’re Making Good Money — Now What?