Our Story

KB Financial was founded in 2008 after Katri Balfanz wanted to separate herself from the corporate setting and begin to distinguish herself as a financial advisor who works closely with families as a vital resource for everything and anything that involves financial decision-making. To further that goal, KB Financial chose to partner with Commonwealth Financial Network®, one of the preeminent independent broker/dealers in the United States. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back office, investment, and technology support.

With KB Financial, she now helps clients decide what is important in life and with appropriate products and services, holds them accountable to the list of priorities they create.

Autumn forest waterfall and rocks with yellow leaves