KB Financial Advisors

When I was seeking a financial advisor I was looking for a firm that would be straightforward, with a customized financial approach for my needs. I wanted to understand and be part of the financial process. I didn’t want to be talked «at.» I wanted to participate. This is exactly what I get at KB Financial Advisors — Financial experts who understand my needs and continue to help me grow my nest egg. Karen C.

KB Financial is a team of experienced financial planning and tax professionals who we trust to guide our most important financial decisions. KB took our piggy bank and turned it into a nest egg for our future retirement.

Tried to charge me $ 2000 for just a simple introductory planning meeting!
I was impressed with the positive reviews, so I reached out to KB. I had a call set up with Landon and filled out a google docs form before the call. At the outset of the call Landon started quizzing me on my situation, mostly just asking questions that I had already answered on the google form. Then when I tried to ask questions about their practice, he switched into sales mode and kept trying to get me to come in for an «introductory planning meeting», which I eventually learned would cost me $ 2,000! I tried to ask even a bit more about their firm and he just kept repeating the sales pitch to get me in for an initial meeting.
Other planners I have talked to have been willing to spend over an hour talking with me on the phone for free about their background, practice, etc. and even then an initial meeting is at a reasonable hourly rate, not this outrageous $ 2k robbery. If you truly have something worthwhile to offer, you don’t try to grab a bunch of your client’s money right up front!
Will NEVER work with these folks and will steer friends clear of them.

Have been coming here for 8 years. Jackie is awesome. Come here for the best advice for investments, stock options, and financial planning.

Jackie has been my financial planner since 2008 and has guided me through a number of life changes. What I love most about Jackie is her approach of taking a look at the big picture, such as retirement or purchasing a home, and also helping with very specific needs, like life insurance or refinancing.
During my career, I have changed companies a few times and Jackie was incredibly helpful with figuring out my strategy around stock options. She gave me valuable advice on how and when to exercise, the impact on taxes, and helped me coming up with a plan that best fits my larger goals. She also helped me understand the details and the complexity around stock options, which made me feel taken seriously and educated. I feel like she really understands me as an individual, and tailors her approach to my personal needs.

We’ve been working with Jackie for about 9 years now. In that time we’ve gone through getting married, buying a home, several employer changes, two children and starting a personal business. Jackie has guided us through the needs of each life phase, planning for the immediate and long term needs, making additional service provider recommendations (trust attorney, prenup, etc.) as needed. Part of what makes Jackie so valuable to us is the education aspect she brings to our relationship. She can spend as much time explaining her recommendations as we could want. She’s also very proactive, in setting up quarterly and annual conversations. Jackie has assisted me through IRS questions, even when the tax filing was done by someone else. Since that time, she has also prepared our taxes as well. In starting a small, service business, Jackie was also really helpful in noting some tasks I need to have in place to have everything in order. She’s been instrumental in our long term retirement planning as well, and has helped provide sanity during the financial uncertainty of the last 8 years. I’ve really appreciated her breadth of knowledge and genuinely trust her advise.

Years ago, the company I was working for messed up in their reporting of my stock options, so the IRS claimed I owed them thousands of dollars. I tried to resolve this on my own, but was getting nowhere. Then, a coworker referred me to his financial advisor, Jackie, and Jackie not only proved I didn’t owe money, she found that the IRS actually owed *me* money. And Jackie got a client for life.
Seriously– Jackie has become not just my financial advisor, but also my tax accountant, my investment manager, my family estate planner, my life coach, and also a wonderful friend. She has encouraged and guided me through many transitions in my life, and my finances are looking spankin’ fantastic through everything that Silicon Valley throws at you. I have recommended her to countless friends who had been looking at other advisers, and all of them thank me afterwards for referring Jackie.
I started working with Jackie when I thought my finances were too small to need someone to manage them. However, Jackie found many ways to improve my finances to maximize what I’m making, so I now feel on par with peers who had made much more money but didn’t manage it as well as me.
A few tips when looking for an advisor. Find one who…
— charges a flat fee so they look out for you in the long term, not as a quick win.
— is unaffiliated with a financial institution so they have one agenda: you
— is a stock option guru so knows how to optimize your tax strategy with RSU’s and stock options
— works with a CPA for the tricky tax calls.
— is available over email for quick questions
— makes smart investments with your values in mind
— doesn’t talk down, is respectful, and also has a sense of humor
— has other clients who are worth a whole lot more than you around the country
… and hire Jackie. :-)

Jackie is absolutely amazing! She’s super easy to talk to and easy to bounce ideas off of. She will even help you plan your retirement down to how much you will need for your hair and nails and will not sugar coat it if you don’t have enough. Sometimes we don’t want to hear it and choose to be in denial about our financial situations but Jackie wants to help you and will try to help you make these goals possible. She’s fee only so no upsale of any unnecessary products!!! What more can you ask for??? Everyone wants to be comfortable when they retire right!!! I know DEFINITELY do.
She also will not put up with bad service from other insitutions on your behalf. She will fire them and make sure you have the best of both worlds!
She’s the BEST FINANCIAL PLANNER AROUND!!! I’m so glad I found her. She’s not only a financial planner but the best mentor a young professional can ask for!