Kris Barney
- Role
- Lead Financial Planner & Chief Investment Officer at 30 40 Wealth Partners
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Lead Financial Planner & Chief Investment Officer
Jan 2021 — Present
30-40 Wealth specializes in the unique financial planning needs of technology professionals. Key items we help our clients with include: Develop a tax-smart plan for stock-based comp (NSOs/ISOs/RSUs). If/when to exercise (including QSBS and 83b), if/when to sell, and optimizing for 10+ types of taxes along the way Liquidity event & concentration risk strategy. How to strategically reduce your concentration risk, in a tax-friendly way, while navigating restrictions (lockups, blackout dates, 10b5-1 plans) Custom investment strategy. A portfolio risk-calibrated to your needs, built around concentrated stock positions (or NSOs/ISOs/RSUs), and inclusive of alternative asset classes (to potentially target improved returns and/or reduce risk) Interested in having a conversation? Get in Touch! K•••@3040wealth.com
Education
Miami University
BS, Finance
2002 — 2006
CFA Institute
Chartered Financial Analyst
2007 — 2009
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.