KB Financial works with business owners and high-net worth families to implement advanced planning strategies designed to help mitigate taxation, diversify holdings, preserve assets, provide retirement income, plan for succession and exit, and pass on tax-advantaged generational wealth. With more than 20 years of experience in banking and financial services, KB Financial founder and financial advisor, Krystal Benavides, is passionate about providing innovative solutions used by the elite.
Meet Our Founder
Krystal Benavides
Krystal Benavides founded her business, KB Financial, as an independent financial advisory firm with access to hundreds of products from dozens of financial institutions.
Meet Krystal
About KB Financial
Based in Pasadena, California, KB Financial was established by industry veteran Krystal Benavides, who has spent decades in the banking and financial services industries. Krystal quickly saw the strategies that were most valued and used by the wealthiest of business owners and families, noticing that stocks, bonds, and portfolios were only part of a much larger equation that was necessary to preserve and pass on generational wealth among high-net worth family members. She attained the experience, knowledge, independent access to multiple financial institutions, and licensing to provide them to her clients.
Services We Provide
Do you have clear, understandable strategies in place to help you achieve your exit, succession, retirement, and legacy goals? At KB Financial, we recognize the financial challenges faced today by business owners and high-net worth families in America, and we work with clients in many states to help you preserve your hard-earned retirement assets in today’s volatile market conditions, create an exit and succession strategy for your retirement, and pass on a tax-advantaged legacy. Each of our clients has unique goals, which may require some of these services or others.
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