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KB FINANCIAL ADVISORS
Expert financial guidance for equity compensation, IPOs, and tax planning in San Francisco.
5(5 reviews)
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accountant
accountant
financial-advising
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About KB FINANCIAL ADVISORS
KB Financial Advisors is a trusted financial consulting firm in San Francisco, specializing in comprehensive services for equity-compensated employees, IPO navigation, and tax planning. With a seasoned team including Chelsea and Landon, we offer flat-fee models to ensure unbiased advice, focusing on conservative investing, AMT strategies, and liquidity event support. Our proactive, responsive approach provides clients with confidence and peace of mind for long-term financial success.
Business Info
Location
595 Market St, San Francisco, CA 94105, USA
Services Offered
IPO and Equity Compensation Planning
Expert guidance for navigating stock options, IPOs, and equity unwinding to maximize value and minimize taxes.
Tax Forecasting and Filing
Comprehensive tax services including AMT strategies, joint filing optimization, and detailed tax planning.
Financial Planning and Investment Strategies
Personalized advice for conservative investing, goal alignment, and long-term wealth growth.
Liquidity Event Support
Assistance with stress management and practical considerations during company acquisitions or liquidity events.
Flat-Fee Advisory Services
Transparent, unbiased financial guidance without upsells, ensuring client-focused recommendations.
Reviews
5(5 reviews)
Rating Distribution
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Amish Shah
via Google
3 months ago
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!
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Andrew Marstonvia Google
3 months ago
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 advice, practical considerations related to the stress of liquidity events, etc). I'm not sure their services are needed for basic tax filings or financial planning, but certainly if you are exercising stock and dealing with AMT or your company is having an IPO - I would recommend for the deep expertise in those domains!
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Adam Dereweckivia Google
5 months ago
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 and peace of mind about our financial path forward. Highly recommend their services to anyone looking for thoughtful, trustworthy financial guidance.
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Charles Wesleyvia Google
5 months ago
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!
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Brianna Leddyvia Google
11 months ago
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 before our larger celebration to save some money. I've been able to grow my wealth and learn a lot from the KB team over the years, it's always a pleasure to speak with Jackie & Chelsea.
