Our Team

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.

Credentials

• CFP® designation (Certified Financial Planner)
• Founded KB Financial Advisors in 2002 as an advocate of fee-only planning
• 28+ years in financial planning (career started 1996)
• Co-author of “The AdviseHERy Board: Create Support, Solve Issues, Grow Business” (with Karen Colligan and Lynn Forbes)

Community & Board Service

• Founding board member of Julia Morgan School (2000–2006)

Featured In

• Authority Magazine — Women Leading The Finance Industry
• U.S. News Financial Advisors profile

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.

Credentials

• CFP® designation (Certified Financial Planner) since November 2009
• Lead of On Your Way to Wealth program for tech founders, FAANG employees, and pre-liquidity startup employees
• Founder of Cumberland Wealth Planners (2010, merged with KB in 2015)
• Specializes in RSUs, ISOs, NSOs, ESPPs, 83(b) elections, AMT planning, QSBS qualification, and pre-IPO preparation

Featured In

• Authority Magazine — The Five Essentials of Smart Investing
• Authority Magazine — 5 Things To Look For When Hiring a Financial Planner
• A Geek Leader Podcast — Ep. 363
• Money Alignment Academy / Aligned Money Show
• Financial Freedom Podcast — Ep. 208: Understanding Stock Options

Kayla Benjamin, CFP® is an Associate Advisor at KB Financial Advisors. She works closely with clients throughout their financial journey, from onboarding to long-term strategic planning, ensuring they feel supported and confident every step of the way.

Known for her ability to make complex financial scenarios easy to understand, Kayla helps clients connect the numbers to their bigger goals so they can see how today’s decisions shape their future. Her favorite part of the job is building long-term partnerships and celebrating milestones alongside the clients she serves.

Based in Denver, she enjoys snowboarding, mountain biking, and hiking. Her favorite pastime is fly fishing on Colorado’s rivers and high alpine lakes.

Credentials

• CFP® designation (Certified Financial Planner)
• Associate Advisor at KB Financial Advisors