Welcome - and Thank You.

We are an independent, full service, boutique, fee based Financial Planning and Wealth Management firm. It is an honor to have served Southern & Northern California for over 30 years. As each year goes by, I enjoy it more and more.

Working with professionals, business owners, families and independent women, we bring our personalized financial processes to help each client achieve their individual life and financial goals to fruition.

Contact us for your complimentary financial planning session.

Life is a journey with big and small milestones along the way. We are your trusted advisor, coach and personal advocate for every milestone in your life.

Some of your milestones may include:

  • Buying/selling a business
  • Inheritance/Windfalls/Pension proceeds
  • Getting Married/Children/Grandchildren
  • Retirement/Re-hirement/Financial Independence
  • Education/Home/2nd Home
  • Death/Divorce/Widow/Widower
  • Illness/Disability/Long Term Care/Elder Care

We focus on you and deliver a plan, solutions, recommendations and portfolio design that are specifically about you. Our goal is to bring you superior personal service to help you attain your objectives and life goals. We believe in working as a team with your attorneys and tax professionals, collaborating together for your best interests.

We look forward to talking with you soon. Please feel free to call me at 925-279-2229 anytime. 

Suzanne Krasna, CFP®
President and Founder
Krasna Financial Group LLC
 

P.S. Explore our Resource Center, containing articles, calculators, videos, a tax library and other educational references.