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)
