About 30/40 Wealth
Financial planning built specifically for tech professionals with equity compensation.
We Bring Clarity To The Complex
We understand the unique financial challenges that tech professionals face. From complex equity compensation to high-stakes career decisions, we help you navigate the obstacles that stand between you and your financial goals.
Equity Compensation Complexity
We demystify stock options, RSUs, and other equity compensation
Tax Optimization
Strategic planning to minimize your tax burden
Holistic Financial & Investment Advice
Aligning your finances with your goals through comprehensive planning for cash flow, investments, retirement, debt management, insurance, and more
Liquidity Event & Career Transition Planning
Navigate job changes, IPOs, and acquisitions with confidence
Deliver Outcomes, Not Outputs
Action is what matters. We're focused on implementation, not just delivering reports and plans.
Plan Development
We create a comprehensive, personalized financial strategy tailored to your unique situation and goals.
Active Implementation
We handle the complex tasks directly and guide you through the steps you need to take personally.
Ongoing Execution
We continuously monitor progress, make adjustments as needed, and ensure your plan stays on track.
About Kris
The Advisor
With over a decade of experience in financial planning for tech professionals, I founded 30/40 Wealth to provide the kind specialized advice tech professionals need (and I wish existed when I was in tech).
Having worked with hundreds of clients through IPOs, acquisitions, and career transitions, I bring to the table a wealth of knowledge and practical experience to help you feel confident about your plan today, tomorrow, and decades into the future.
The Person
On the weekends, I'm usually trying to keep up with my 7-year-old son—equal parts curious, hilarious, and full of energy. I'm also the proud (and slightly overwhelmed) human to four dogs, including one who's definitely got more heart than brain cells. It's organized chaos — and I love it :).
And in the time I'm not focused on family, you may find me working towards my near-term bucket list items. For 2025/2026 I'm focused on:
- • ✅See the Northern Lights (March 2025)
- • Attend a Premier League soccer match
- • Watch the Running of the Bulls in Spain
- • Complete a "Century" (100-mile cycling race)
Ready to Take Control of Your Financial Future?
Schedule a free consultation to discuss your unique financial situation and goals.