Kris Barney, CFA
Wealth Management For Tech Professionals | Equity Compensation Expert
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Serving Clients Nationwide
Wealth Management For Tech Professionals | Equity Compensation Expert
Areas of Focus
- Alternative Investments
- Equity Compensation Options
- Exit Planning
- Investment Management
- Taxes
About Kris Barney, CFA
Hi, I'm Kris Barney — founder and lead financial advisor at 30/40 Wealth.After nearly a decade in Silicon Valley, I launched 30/40 Wealth in 2020 to help tech professionals navigate the complexities of stock compensation, tax strategies, investments, and financial planning. Like many in tech, I’m a bit of a geek — but my passion is using that energy to simplify financial decisions for busy, high-achieving professionals.
If you’re in tech, have stock comp, and juggle a demanding personal and professional life, let’s connect to see if I might be the right financial partner for you.
Professional Designations
- Chartered Financial Analyst (CFA)
Affiliations
-
CFA Institute
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
Cornelius, NC 28031
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other, I'll answer your questions, and we can see if it might be a strong mutual fit. I look forward to speaking with you!Offers Investment Management
Yes
About 30-40 Wealth
At 30/40 Wealth, we help tech professionals make smart decisions with their stock options and RSUs and plan for their financial future.We've advised clients on more than $500 million of equity-comp. You name it; we've helped clients navigate it dozens of times:
• Company Liquidity Event Plans (IPO, Tender, Acquisition)
• ISO/NSO Option Exercise Analyses
• Stock Comp Tax Optimization Plans
• Job Change Negotiation Strategies
• And so much more
WHAT WE DO
Holistic Financial Planning. As a tech professional with equity comp, you have unique financial planning needs. Your holistic financial plan covers the key aspects of your financial life, incorporating your equity comp into everything we analyze (tax strategy, investment portfolio, retirement plan, and more)!
Stock Comp Advice & Strategy . Whether your company is seed-stage or publicly traded, we help you understand the key decision(s) you need to make, analyze each path, and decide upon a plan that fits your goals.
Investment Management. You have significant wealth at an early age, lots of value in stock options/RSUs, and potentially angel, real estate, or PE/VC investments. That's unique, and you need an investment portfolio custom-built to flex around those elements. We got you!
Education
Miami University, BS, Finance
Hobbies and Interests
- Animals
- Exercising
- Family
- Football
- Pickleball
- Soccer
SEC Lookup
View DisclosureWho We Serve
- Corporate Executives
- Crypto Investors
- Data Scientists
- Dual Income Family
- Engineers
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Sales Professionals
- Technology Professionals
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Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Great and trustworthy advisor - puts clients first
Excellent, excellent service
Fantastic service
You will only regret not working with Kris -- knowledgable, exceptional advice...truly great
Kris is the angel on your shoulder that everyone needs to have
Kris changed our perspective!
Could not recommend 30/40 more!
Confidence and Peace of Mind
Kris Is an Invaluable Partner
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