This profile has not been claimed by the business owner or representative.
to update business information, get appointment requests, engage visitors with web chat, and more!
Kb Financial Advisory
- Financial Advising
- San Francisco, CA
About this business
Location details
90 New Montgomery St # 1001, Ste 1001, San Francisco, CA, 94105, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We have been using KB for our financial advisory and tax preparation for ~10+ years and have been very happy with our partnership. Landon and Chelsea are a joy to work with - kind, straightforward, and pragmatic with their advice, and always available when we need their support!
I have worked with Chelsea on tax forecasting / tax filing and Landon for financial planning related to an IPO. I have high opinions of their service and would recommend. IPO's specifically introduce complications that I did not feel more generalist tax filing services could handle. Their flat fee model also means they're not motivated to upsell you on steep fees for managing funds / etc. I get the impression the staff are seasoned professionals and genuinely trying to provide help (e.g. relatively conservative investing adv... read more
We’ve been working with Landon and the team for several years, and their support has been invaluable. They’ve helped us navigate financial planning with clarity, provided smart investment strategies that align with our goals, and guided us through tax planning with a level of detail and care we really appreciate. What stands out is how responsive and proactive they are—whether it’s long-term planning or timely tax questions, we always feel like our priorities are understood and addressed. We’ve come away with more confidence... read more
I found their advice for equity-compensated employees at pre-IPO companies to be really excellent. They helped me avoid some foolish decisions and unwind my company equity while minimizing my taxes. Highly recommended!
Through all my stints at large tech companies both pre- and post- IPO, finding KB Advisory has been a game-changer for managing my equity-heavy compensation. Other financial advisors don’t fully understand the unique challenges of comp in tech, across options and RSUs, IPOs, tax implications, crypto, and real estate. The team at KB Advisory is different. From our first meeting, they understood the long term strategy for handling my compensation structure and guided me through critical decisions. What really sold me: • They h... read more
Frequently asked questions about Kb Financial Advisory
How is Kb Financial Advisory rated?
Kb Financial Advisory has a 4.8 star rating with 16 reviews.
When is Kb Financial Advisory open?
Kb Financial Advisory is closed now. It will open at 9:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com