At Krasney Financial, we recognize that your financial goals are key to preparing for the future. Choosing the right advisor can mean the difference between achieving or falling short of personal financial success. At Krasney Financial, we focus on "you", in addition to your portfolio.
Who We Are
Krasney Financial is a fee-based fiduciary Registered Investment Advisor that offers a broad range of investment services to families, high net worth individuals, trusts, retirement plans and others.
Jonathan Krasney, CFP®
President
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A Certified Financial Planner, Jonathan is expert in personal finance issues; including estate planning, tax management strategies, corporate and municipal bonds, mutual funds, and charitable gift-giving strategies. Jonathan was a principal owner of a bond firm for the first 17 years of his career and brings his special expertise to the selection of individual bonds to our client's portfolios.
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Stephen Tuttle, MBA
Chief Investment Officer
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Stephen is responsible for the full complement of securities research, screening, selection, and purchase for the portfolios. That includes ongoing monitoring of stocks, options, mutual funds and other equity products in Krasney Financial's client portfolios.
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Travis Marks, MBA
Vice President, Investments and Client Relations
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Travis is responsible for overseeing customer relationships, constructing and monitoring financial projections, reviewing client portfolios, communicating changes in portfolio strategy, and dispensing vital market/economic information.
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Stephen Casey
VP, Senior Investment Advisory Representative
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Stephen Casey manages Krasney Florida branch office. He is responsible for managing the Florida client relationships, and the nine TD Ameritrade Branch Office relationships in the state of Florida.
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Robin Bolton
VP, Investment Advisory Representative
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Robin works out of Krasney Financials Mendham, NJ office. He is responsible for managing the Long Island client relationships, and the four TD Ameritrade Branch Office relationships in the Long Island area.
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Volodymyr Stasenko
Portfolio Administrator
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Volodymyr is responsible for maintaining and administering client portfolio database, preparing quarterly billing and reporting, constructing, monitoring and updating financial projections, and handling various client requests.
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Stacey Turpin
Vice President, Client Services
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Stacey is responsible for handling client concerns in our Mendham, New Jersey office. She processes the necessary paperwork to establish new accounts and transfer assets. Stacey ensures that all clients’ issues and request are fulfilled. She also assists the firm’s Chief Operations Officer with daily operational and compliance task. |
Zenda Krasney
Executive Assistant
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Zenda is responsible for supporting Jonathan Krasney and the sale staff in the New Jersey office. She supports the prospecting process, scheduling meetings and supports the management of the New York City, Long Island and New Jersey TD Ameritrade Retail branch relationships.
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Jennifer L. Whritenour
Office Administrator/Bookkeeper
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Jennifer is responsible for all Krasney Financial bookkeeping. She is also responsible for payroll and maintains all aspects of human resources. Additionally, she provides assistance to Jonathan Krasney.
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Our Vision
To bring Value and Integrity as a fiduciary to the financial consumer while providing services completely in the client's best interest - always!
Mission
Trust is the cornerstone of Krasney Financial. Communication and accessibility are at the center of what we do. We pledge to deliver appropriate advice and exceptional service with uncompromising quality.
Company Philosophy
Krasney Financial's goal is to deliver investment strategies that focus on client objectives through a combination of diversification, objective research, analysis, and ongoing portfolio management.
Facts
- Founded in 1987
- Registered Investment Advisor
- 100% owned by management
Who We Custody With
TD AMERITRADE, Inc. is the firm that we use to custody our client assets. TD AMERITRADE and (insert advisor firm name here) are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD AMERITRADE does not endorse or recommend any advisor and the use of the TD AMERITRADE logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD AMERITRADE Institutional, Division of TD AMERITRADE, Inc., member FINRA/SIPC/NFA. TD AMERITRADE is a trademark jointly owned by TD AMERITRADE IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
“Trust” is more than a word……
It is the very foundation upon which Krasney Financial is built.
