| Advisor Profile |
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| Name: |
Suzanne Krasna, CFP® |
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Business Description |
I build successful, long-term client relationships based on trust, open communication, and integrity. My clients have confidence about their finances, and are making the best use of their financial, business, and human capital in the pursuit of their life's passions.
I do my best to improve my client's future quality of life. This means treating each client individually, since every client has a unique set of circumstances. I will pattern my financial advice to match each individual's goals.
Whether a client actually wins or loses in the market is largely left up to chance, but I can give them their best odds. I work hard at analyzing optimal diversification options to make sure that my clients get the highest expected returns for the lowest assumption of risk.
To help my clients be as prepared as possible for major life changes such as sending their kids to college or retiring. When I design an investment strategy, I emphasize the milestones, aiming for long-term success. |
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General Information |
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| Years of Experience in Financial Services: |
25
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Education |
| Academic Background |
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| Received CFP designation 1989. Other licesnes inhclude series 6, 63 65, Californnia insurance licences and registered with California Deartment of Corporations as a Registered Investment Advisor. |
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Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, Bonds, Stocks, Annuities, Alternative Investments, International Investments, Real Estate
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Series 65, Insurance License (Life & Health; Long Term Care; Specify below), Series 63, Certified Financial Planner, Registered Investment Advisor (RIA) (State or SEC) or RIA representative
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Assets Managed by Firm: |
Yes
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Compensation & Fees |
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| Additional Details on Charges: |
Asset Management: Quarterly and annual meetings and reporting and available as needed. Regularly Research, Analysis, Preparation of Reports, Recommendations, Planning, Strategizing and Consulting. Financial Planning Consulting Fees: Hourly, Modular Fee or Flat Fees negotiable.
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| Prepared By: |
Suzanne Krasna, CFP® |
| Most Recent Update: |
10/16/2008 |
Frequently Asked Questions |
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