A California-registered investment adviser providing personal financial planning,

investment education and family office management on a fee-only basis

 

Services Offered

Personal Financial Planning

 

Investment Education

 

Family Office Management

 

 

How We Work with Clients

 

BKB Financial offers customized, objective financial planning and consulting services on an hourly
or retainer basis.  We are fee-only planners, which means that we are compensated solely by fees
paid by our clients.  We do not sell products and we do not accept commissions or referral fees.