Jackie Kleinman

KB Financial Advisors

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Reviewed by our editors · kbfinancialadvisors.com ↗

Our verdict

San Francisco advisors for tech professionals and founders with equity. The problems they lead with are the real ones: cash piling up with no plan, confusion over options and RSUs, and the surprise tax bill that arrives the first time equity vests properly.

Serves

Tech founders and equity comp

Location

San Francisco, CA

Services

Tax planningTax returns

✓ Why they passed vetting

Equity compensation is the day job, not an edge case. Options, RSUs, AMT and the timing of a sale are what they deal with constantly. They are honest that the first giant tax bill is a wake-up call, and they work to make sure there is not a second one. Chaotic finances turned into a defined plan, which is what most busy tech professionals actually want rather than more information. Their free RSU tax withholding calculator answers the question most people get wrong.

✕ The heads-up

Nothing negative has come back to us. Anything that does will be published here.

KB Financial Advisors

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