Kb Financial Advisors
KB Financial Advisors provides financial planning to tech professionals with stock options. Our focus is building plans around lifestyle, investments, stock options, and taxes. Founded in 2002, the firm has offices in San Francisco and Nashville, TN. We understand your unique needs. Our mission is simple. We believe there is a compunding force in the work we do. Our goal is to get you to good decisions faster, so you can expedite your growth potential sooner. Compound Your Return on Good Decisions No more delays. No more wondering what to do. You can put our knowledge and experience to work for you to take action. We have helped others like you. Let our team of Certified Financial Planners and Certified Public Accountants design a plan for you. The first step is to schedule an initial call. The initial call is free. You will spend 20 to 30 minutes on the phone with Landon to accomplish two things: 1. For us to learn more about you 2. For you to see if working with us is right for you The call ends with a review of our two services, a price to move forward, and next steps. Get started now.
7-day free trial · no credit card
Verified contacts
5
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
514
organic / mo
Sign up free to see all 5 verified contacts at Kb Financial Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- JK
Jackie Kleinman
Owner · General Business & Management
EmailPhone - LL
Landon Loveall
Partner · General Business & Management
EmailPhone
Showing 2 of 5 verified contacts
Top roles at Kb Financial Advisors
4 distinct titles indexed · top 4 shown.
- 2tax manager
- 1associate advisor
- 1owner
- 1partner
Sign up to unlock all 5 contacts at Kb Financial Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 5 verified contacts at Kb Financial Advisors
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.