Type Of Business:
Investment management firm
Expertise:
Long-term finance; Investment portfolio development; Wealth management
Major Product/SVS:
Retirement planning; Wealth management
Hobbies/Sports:
Food and wine; Hiking; Film; Theater and the opera
Education Degrees:
College Coursework in Fine Arts and Advertising
Number Of Years In Profession:
30
Number Of Years In Current Position:
30
What Does He/She Attribute Success To:
She attributes her success to her hard work and focus, as well as her passion for empowering others.
Why did you become involved in your profession or industry?:
She became involved in her profession through 29 years of experience as an independent financial planner.
Position Responsibilities and Duties:
Developing retirement plans and investment portfolios; Consulting and collaborating with the clients to establish specific wealth management strategies; Taking a holistic approach to financial planning; Presenting informational talks on all aspects of financial planning
Education Certifications:
Certified Financial Planner (1989)
Where Will You Be In 5 Years:
In five years, Ms. Krasna expects to experience continued professional growth.