We Help Tech Professionals Take Control of Their
RSU Taxes

Tax planning , RSU strategy, and financial clarity – designed for people earning equity and navigating complex tax rules.

You Just Got RSUs -
Now What?

If you’re earning RSUs, you’ve probably worked with an advisor who’s reactive at best-silent until it’s time to file taxes.

At KB Financial Advisors, we do things differently.

We work with tech professionals year-round-before your RSUs vest, before you sell, and before tax bills blindside you.

We check in regularly. We plan ahead. And we limit the number of clients per advisor so you’re never just a number.

You get proactive guidance, personalized planning, and real after- tax value from your equity compensation.

What makes us different

You’re Used To

"I didn't realize I owed taxes the day they vested."
"My employer only withheld 22%... I owed way more."
"I sold my RSUs and got hit with more taxes."
"No one ever explained how this impacts my paycheck."
"I sold my RSUs and now I’m just sitting on cash — no idea what to do next."

KB Advisors

We plan ahead with year-round tax strategy.
We check in with you proactively, 2-3 times a year.
We specialize in working with tech professionals and equity compensation.
You won't have to follow up with us. We're already on it.
We help you put your RSU cash to work with a long-term investment strategy.

We Work Exclusively with Tech Professionals Earning Equity

Our team has worked with hundreds of RSU recipients across major tech companies, startups, and IPOs. We know the equity tax traps and how to avoid them.

In fact, we help new clients uncover thousands of dollars in preventable tax costs they didn’t see coming.

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’s 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 RSU Strategy Call and we’ll walk you through exactly how we’d approach your situation.

We Help Tech Professionals Take Control of Their
RSU Taxes

RSU Tax Planning

Avoid Surprise Taxes

Plan for
Vesting

Decide When
to Sell

Understand Your Withholding

Use Equity to Build Wealth

Plan for
IPO/Exit

Avoid Costly Mistakes

You Just Got RSUs -
Now What?