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
