Verified recordInvestment Management

Jackie Kleinman

Owner at Kb Financial Advisors

Based in San Francisco, United States

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Seniority

C-Team

Department

General Business & Management

Location

San Francisco

Industry

Investment Management

Company size

5

Contact information

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Email

1 credit

j•••••••@kbfinancialadvisors.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Jackie Kleinman

As principal of KB Financial Advisors, I lead the charge on outstanding comprehensive financial planning for our clients. We operate on a fee-only basis and give honest advice tailored to each individual. Our specialties are fee-only Wealth Management, Stock Options Analysis, Tax Planning and Comprehensive Financial Planning for Young Professionals.

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Jackie Kleinman Email & Phone Number @ Kb Financial Advisors | Kipplo Discover