Think Different Financial Planning
Financial Advisor / Planner, Wealth Manager, Law Firm and Accounting Firm specializing in Special Needs, Advice-Only, Controllership, Equity Recipients and College Planning
Think Different Financial Planning was founded to help people in tech take control of their finances.
Our flat fee is simple, transparent, and not tied to how much money you have. You always know exactly what you’re paying.
We take the time to understand the full picture of your financial life — helping you maximize savings, minimize taxes, optimize investments, and stay on track toward your goals.
Rather than trying to beat the market, we use low-cost, tax-efficient investments that are designed to track the market and build long-term wealth.
About Will Steinberger
During my wealth management career, I’ve developed specialized expertise in the unique financial needs of Silicon Valley professionals.
I earned a Bachelor of Science in Business Administration with a concentration in Finance from San Jose State University. After graduating, I obtained my Certified Financial Planner™ (CFP®) designation while working at Raub Brock Capital Management in Larkspur, CA. I later joined Opes Wealth Management in Menlo Park, CA, further deepening my experience serving clients in the Bay Area tech community.
Born and raised in Palo Alto, I have deep roots in the Bay Area and a passion for giving back. I serve as a mentor at TIDE Academy, a public high school in Menlo Park, and am an active member of both the National Association of Personal Financial Advisors (NAPFA) and the XY Planning Network.
Outside of work, I’m a lifelong Warriors and Niners fan, avid reader, podcast listener, and fitness enthusiast. I live in Redwood City with my wife, Helene, and our daughter, Penny.
30/40 Wealth Partners
Hi, I'm Kris Barney — founder and lead financial advisor at 30/40 Wealth. After nearly a decade in Silicon Valley, I launched 30/40 Wealth in 2020 to help tech professionals navigate the complexities of stock compensation, tax strategies, investments, and financial planning. Like many in tech, I’m a bit of a geek — but my passion is using that energy to simplify financial decisions for busy, high-achieving professionals. If you’re in tech, have stock comp, and juggle a demanding personal and professional life, let’s connect to see if I might be the right financial partner for you.
Think Different Financial Planning
Think Different Financial Planning was founded to help people in tech take control of their finances. Our flat fee is simple, transparent, and not tied to how much money you have. You always know exactly what you’re paying. We take the time to understand the full picture of your financial life — helping you maximize savings, minimize taxes, optimize investments, and stay on track toward your goals. Rather than trying to beat the market, we use low-cost, tax-efficient investments that are designed to track the market and build long-term wealth.
Want to work together?
We partner with wealth advisors and financial planners to offer clients a streamlined, cost-effective, and enjoyable tax experience. See how Fifteenth can integrate with your offering and give your clients the gift of visibility.
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