Who We Are

Jackie L. Kleinman Jackie Kleiman, CFP, is the principal of KB Financial Advisory. Jackie started her career in financial planning in 1994 with John Hancock Financial Services. She enjoyed the client interaction, but was bothered by the conflict of interest inherent in commission planning. In 1995 she discovered fee-only planning and has since become an ardent advocate of the fee-only process. Jackie is a Certified Financial Planner, Registered Investment Advisor and is a graduate of the College for Financial Planning. Jackie is a graduate of the Cambridge Advantage training program and has obtained the Series 7, 6, 63 and 65 securities licenses, as well as an insurance license. Jackie is a member of the National Association of Personal Financial Advisors and is a licensed Cambridge Advisor. Educational Background Jackie Kleinman earned her AS at the University of Cincinnati, in 1975, her BS at the University of San Francisco, in 1990.  She became a Registered Investment Advisor Representative in 1999 and was granted the Certified Financial Planner™ in 2001. Business Background Prior to KB Financial Advisory, she worked for John Hancock Financial Services, John Hancock Distributors and Signator Investors, Inc.  John Hancock Distributors and Signator Investors, Inc. are wholly owned subsidiaries of John Hancock Financial Services. Mary L Lester Educational Background Mary Lester earned her BS at the United States Air Force Academy in 1993 and a Certificate in Personal Financial Planning from the University of California Davis Extension in 2004. Business Background Prior to and while at KB Financial Advisory, she is self-employed as an independent financial advisor and tax preparer.  She became an Enrolled Agent in 2006 and was granted the Certified Financial Planner™ designation in 2007.  She very briefly was a Registered Representative for Royal Alliance Associates, Inc. and worked as a tax preparer for H&R Block for the 2003-2004 tax season.  Prior to that, she was in the US Air Force.