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.