Kristopher Barney

Kristopher Barney is the Lead Financial Planner and Chief Investment Officer at 30-40 Wealth Partners, a firm specializing in comprehensive financial planning. He holds the Chartered Financial Analyst (CFA) designation, which signifies a high level of expertise in investment management and financial analysis.

Professional Background

At 30-40 Wealth Partners, Kristopher focuses on creating holistic financial plans tailored to the unique needs of each client. His role involves integrating various aspects of wealth management, including investment strategy, retirement planning, and estate planning, ensuring clients are well-prepared for their financial futures.13

Education and Credentials

Kristopher's credentials include the CFA designation from the CFA Institute, which is recognized globally as a standard for measuring the competence and integrity of financial analysts.23

Location

He is based in the Charlotte Metro area, where he actively engages with clients to help them navigate their financial journeys.24

In summary, Kristopher Barney combines his extensive knowledge and experience in finance to guide clients at 30-40 Wealth Partners toward achieving their financial goals.