KB Financial Advisors

At KB Financial Advisors, we understand the unique financial challenges faced by tech professionals with stock options. Our team of experts is dedicated to helping you navigate the complex world of financial planning, investment management, and tax planning. We believe that every individual's financial journey is unique and requires personalized attention. That's why we strive to provide tailored solutions that meet your specific needs and goals.

Our Story

Our journey at KB Financial Advisors reflects the dynamic growth of the tech sector and the aspirations of its professionals. Our team has been serving clients for over two decades, combining our expertise in financial planning, investment management, and tax planning to help them achieve their financial goals. Our founding principal, Jackie Kleinman, CFP, has been a pioneer in fee-only financial planning and has helped numerous clients achieve financial success.

Meet the Team

Our team consists of experienced professionals who are passionate about helping clients achieve their financial goals. Meet our team members:

• Jackie Kleinman, CFP: Our founding principal, Jackie has over two decades of experience in financial planning and wealth management. She is committed to providing personalized financial planning and investment management services to individuals and families.
• Landon Loveall, CFP: With a background in financial planning and investment management, Landon is dedicated to helping busy young professionals achieve their financial goals. He has extensive experience in working with clients who have stock options and is a certified financial planner.
• Chelsea Rustek, Tax Manager: Chelsea is an Enrolled Agent with expertise in individual and small business tax preparation. She has a deep understanding of tax laws and regulations and is well-versed in stock option compensation ranging from mergers and acquisitions to IPOs.

Our Services

At KB Financial Advisors, we offer a range of services designed to help clients achieve their financial goals. Our services include:

• Wealth Management: Our wealth management services are designed to help clients achieve their financial goals by providing personalized investment management and financial planning services.
• Financial Planning: Our financial planning services are tailored to meet the unique needs of each client, taking into account their financial goals, risk tolerance, and investment objectives.
• Investment Management: Our investment management services are designed to help clients grow their wealth by providing personalized investment strategies and portfolio management services.
• Tax Planning: Our tax planning services are designed to help clients minimize their tax liability and maximize their tax savings. We have extensive experience in tax planning for individuals and businesses.

Our Approach

At KB Financial Advisors, we take a holistic approach to financial wellness. We believe that financial planning and investment management should be tailored to each individual's unique needs and goals. Our approach is designed to empower clients to take control of their financial future and achieve their long-term financial goals.

Our Philosophy

At KB Financial Advisors, we believe that financial success is not just about achieving financial independence, but also about living a financially free life. We believe that every individual deserves to have the financial freedom to pursue their passions and live life on their own terms.

Get Started

If you're ready to take control of your financial future, contact us today to schedule a consultation. Our team of experts is committed to helping you achieve your financial goals and living the life you deserve.