KB Financial Advisors provides financial planning and wealth management to tech industry professionals with stock options. We are conveniently located in the heart of San Francisco; our office may be just a short walk from yours. With virtual or in-person meetings, day and night slots, we can accommodate your busy schedule.
From taxes to investments, insurance to estate planning, we can help you get organized and build wealth. This book is for women who want to move their businesses to the next level or have specific work issues to solve. It's a tool, it's a roadmap, it's the story of commitment, creativity and companionship that will inform, entertain and inspire you.
From taxes to investments, insurance to estate planning, we can help you get organized and build wealth. This book is for women who want to move their businesses to the next level or have specific work issues to solve. It's a tool, it's a roadmap, it's the story of commitment, creativity and companionship that will inform, entertain and inspire you.
Services
KB Financial Advisors provides financial planning and wealth management to tech industry professionals with stock options. We are conveniently located in the heart of San Francisco; our office may be just a short walk from yours. With virtual or in-person meetings, day and night slots, we can accommodate your busy schedule.
Wealth Management is our most comprehensive financial planning service. With Wealth Management, you can free yourself from the work and worry of your financial planning, and you can accelerate your ability to build wealth. Most of our Wealth Management clients have a good idea of what needs to be done.
Our On Your Way to Wealth service is KB Financial's wealth management for young professionals program, specifically created for young tech professionals, who have important questions but don't have millions of dollars (Yet!). At KB Financial, we are dedicated to financial planning and wealth management for young professionals working in the tech industry.
KB Financial is offering stock option analysis and stock option consulting for employees working in the tech industry. The thousands of shares granted to you in the form of incentive stock options (ISO) or restricted stock units (RSU) could turn into millions of dollars. Stock options are a dizzying array of complexity, especially if you have a lot of shares with a start-up or a company approaching IPO.
We do this every day. We may already work with one of your coworkers and know a lot about the choices you need to make. Creating a strategy for your stock options is involved in all three of our service offerings. We will put together a review of all your stock options before your first meeting. At your first meeting, we will review your options, answer your questions, and review how your stock options relate to your tax plan.
Reviews
Be the first to review KB Financial Advisors.
Write a Review
