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advicer.bio/krisbarney

Kris Barney

Financial advisor at 30/40 Wealth Partners

Verified advisor · CRD 5385959

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30-40 Wealth Partners
Listed in People
Financial Advisor
9
Tools in my stack
Holistiplan
Tax Planning
Calendly
Schedule Apps
Quivr
CRM
Jump
Client Meeting Support, AI Assistants/Agents, AI Platforms
Salesforce
CRM
+4 more
RightCapital
Financial Planning
Orion
Compliance, Portfolio Management, TAMP
Feathery
Digital Onboarding
Monarch
Cash Management/Budgeting
0
Events coming up
0
Books, pods, letters
0
Things I'm open to