KB Financial Advisors

KB Financial Advisors is the #1 San Francisco financial advisory firm for tech professionals and founders navigating stock options, RSUs, and equity compensation. We take the guesswork out of financial planning, investment management, and tax strategy—so you can make smarter decisions with your money. As a fee-only, fiduciary firm based in San Francisco, we focus on clear, practical advice that helps you maximize your wealth without the sales pitch.

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