About the Business
KB Financial Advisors has provided outstanding fee-only, no-commissions financial planning since 2002. We offer personalized services for clients at all financial levels, including stock option analysis, wealth management and a program for young professionals with no minimum asset requirement.
Our stock option analysis program identifies the most tax-efficient time to exercise, sell or hold stock options. It includes a tax return, portfolio analysis and investment recommendations. Our Wealth Management Retainer program provides ongoing portfolio management, insurance and estate updates, as well as tax preparation. Our On Your Way to Wealth program helps young professionals get started investing appropriately and focuses on immediate financial concerns.
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- Jackie Kleinman, CFP™ opened KB Financial Advisors in San Francisco's Financial District in 2002. We have thrived dot-com bombs, real estate busts and whatever the economy has thrown us. The company continues to grow to meet client demand. In 2015, Jim Brightman, CPA, and Landon Loveall, CFP™, will join the firm.
- (415) 905-5449
- 90 New Montgomery St Ste 1001, San Francisco, CA 94105
Opening Time
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Mon
9:00 AM - 5:00 PM
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Tue
9:00 AM - 9:00 PM
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Wed
9:00 AM - 5:00 PM
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Thu
9:00 AM - 5:00 PM
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Fri
9:00 AM - 5:00 PM
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Sat
Closed
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Sun
Closed