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Kristopher B
CFA®, Series 63
Cornelius, NC
30-40 Wealth Partners
Kristopher Barney is the principal advisor at 30-40 Wealth Partners with 13 years of industry experience. He holds the CFA® designation and Series 63 license. Before founding his firm in 2020, he worked at Opendoor Labs and Funding Circle USA. He also provides consulting services to real estate and financial technology companies and his household receives royalties from an internationally published book, "When Life Hands You Cactuses; Make Margaritas." 30-40 Wealth Partners offers investment management and financial planning primarily to individual clients, including high-net-worth households, as well as select charitable and business clients. The firm’s approach includes discretionary portfolio management, equity-compensation analysis, and specialized diversification strategies, with portfolios tailored to individual goals and implemented using a combination of passive and active investment exposures.
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