Jackie Kleinman

Jackie Kleinman, a native of Cincinnati, Ohio, was bitten by wanderlust at an early age. And once she got the bug, nothing was going to hold her back. Encouraged to pursue a career with practical skills she could “fall back on,” Jackie chose instead to set her sights on moving forward, beginning with a move to San Francisco, California. Jackie took a leap forward, and opened her own financial planning firm, KB Financial Advisors. She built it, and they came. Today she has a thriving finance and tax business catering to busy technology professionals. KB Advisors’ “Compound Your Potential™” approach navigates clients through complex financial decisions so they can focus on what they do best