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Kb Financial Advisory
- Financial Advising
- San Francisco, CA
About this business
KB Financial Advisory is located at 90 New Montgomery St # 1001, San Francisco, CA. This location is in the South Beach neighborhood. This business specializes in Financial Planning.
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 |
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
Landon and Chelsea have been invaluable to helping me with my financial plans. They've given me great advice, pointed out potential pitfalls I would not have seen on my own and handled complicated tax situations.
We’ve been with Jackie and her team at KB FINANCIAL ADVISORS for over a decade, and they’ve been absolutely incredible every step of the way. We first chose them because they were the top-rated firm for tech professionals, highly recommended by several major SF Tech companies — and that recommendation couldn’t have been more accurate. Jackie has helped us navigate everything from equity comp, RSUs, and IPOs to retirement planning, insurance, and estate strategy. Her advice is always thoughtful, clear, and tailored to our goa... read more
I have been working with Jackie, Chelsea, and the team at KB Advisors for several years now and would highly recommend their services! I first started working with Jackie to better understand stock options that I had been awarded from my tech company, and she helped to ensure I got the most value as the company went through an IPO and acquisition. When I was getting married, I reached out to Chelsea & Jackie to understand how filing jointly could help save money on taxes, and my partner & I ended up getting legally married b... read more
Landon is a fantastic and effective financial advisor. He is responsive, thoughtful, and extremely knowledgeable. I would recommend him to anyone who is managing pre or post IPO equity, and/or trying to establish basic financial goals and milestones.
Frequently asked questions about Kb Financial Advisory
How is Kb Financial Advisory rated?
Kb Financial Advisory has a 4.7 star rating with 12 reviews.
When is Kb Financial Advisory open?
Kb Financial Advisory is closed now. It will open on Monday at 9:00 a.m.
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