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
With over a decade of experience in financial planning for tech professionals, Kris founded 30/40 Wealth to address the unique financial challenges faced by those in the technology industry.
Having worked with hundreds of clients through IPOs, acquisitions, and career transitions, Kris brings a wealth of knowledge and practical experience to every client relationship.
Ready to Take Control of Your Financial Future?
Schedule a free consultation to discuss your unique financial situation and goals.