Suzanne Krasna, CFP
Contacts
Business description
Provides experienced and knowledgeable financial advice for individuals, families and closely held businesses.
As an independent Certified Financial Planner (tm), Suzanne celebrates her 30th year anniversary, providing fee based planning, consultations, investment strategies and portfolio management for individuals, families and small businesses. Dedicated to the holistic approach to financial planning, Suzanne focuses on coaching, collaborating and empowering her clients to implement strategies and techniques toward their financial wellbeing. LEARN MORE: WWW.SUZANNEKRASNACFP.COM Securities & investment advisory services through FSC Securities Corporation
General information
- Business Services Financial Investment Advice Retirement Planning Services
Estimated number of employees: | 2 to 4 | |
City / suburb: | Walnut Creek, CA | |
County: | Contra Costa |
Pre & Post Retirement Income Analysis, Ongoing Wealth Management Services, Rollovers, 401k, IRA, 403b & Pensions, Small Business Retirement & Benefits, Simplify & Organize Your Money Matters
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