As a young girl, Barbara looked forward to balancing the checkbook with her daddy. She has been interested in personal finance ever since.

Barbara Krimsky Binder is the Founder and President of BKB Financial Advisors. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Divorce Financial Analyst™.  

Prior to becoming financial planner in 1999, Barbara was the Acting Chief Financial Officer of a Silicon Valley startup and was instrumental in the company’s successful Initial Public Offering (IPO). Earlier in her corporate career, Barbara was the Assistant to the President of a $300 million financial services company and a McKinsey & Company management consultant.

Barbara has a B.A. in Economics and Computer Science from Duke University and an MBA from The Kellogg School of Management at Northwestern University.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. 

The Certified Divorce Financial Analyst® (CDFA™) certification is granted by the Institute for Divorce Financial Analysts™ (IDFA™). 

Under the tutelage of his father, Bill began investing in the stock market in 1971. In addition to learning how to manage his own investments, he has counseled friends and relatives over the years about their investments. He has studied investment theory and history extensively. Bill is especially interested in the field of Behavioral Finance which has demonstrated that we human beings are genetically predisposed to make irrational decisions when it comes to investments and finances.

Bill decided to turn his life-long avocation for investing into a profession by passing the Series 65 exam in 2004 and getting registered with the State of California as an Investment Advisor. He has been working with Barbara at BKB Financial Advisors since that time. He especially enjoys educating clients about investing and helping develop an investment plan to meet their goals while allowing them to sleep soundly at night. 

​Bill has a B.A. in English and a B.S. in Chemical Engineering from the University of Texas at Austin.