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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Gary D. Davis Jr.
Chief Operations Officer
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Gary is responsible for the day to day management of the firm and is the firm’s compliance manager. Gary works closely with the firm’s President on strategic visioning and overall firm process management
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Stephen Casey
VP, Senior Investment Advisory Representative
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Stephen Casey manages Krasney Financial's Bonita Springs Florida 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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Amber Terry
VP, Investment Advisory Representative
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Amber Terry works out of Krasney Financials Mendham, NJ office. She is responsible for managing the New York Metro and Long Island client relationships, and the nine TD Ameritrade Branch Office relationships in the New York Metro and Long Island area.
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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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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. |
Karen Delaney
Client Service Associate
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Karen is responsible handling client concerns in our Bonita Springs, Florida office. She processes the necessary paperwork to establish new accounts and transfer assets. Karen ensures that all clients’ issues and request are fulfilled.
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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
“Trust” is more than a word……
It is the very foundation upon which Krasney Financial is built.
