About Company

KB Financial Advisors is a San Francisco–based financial advisory firm focused on serving tech professionals, founders, couples, and families by turning complex equity and cash situations into clear, actionable plans; KB Financial Advisors provides personalized financial planning, wealth management, tax strategy, and comprehensive equity compensation services (including RSU taxation, incentive stock options, non-qualified stock options, and Qualified Small Business Stock guidance), emphasizes tailored roadmaps, active tax planning to avoid surprise tax bills, and offers calculators, educational content, and a client-first process backed by more than 30 years of experience to help clients achieve long-term financial goals from its office at 595 Market Street.

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