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Retirement Planning in Walnut Creek, CA 94596
About Suzanne Krasna CFP
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Our goal is to serve the long- term financial interests of our clients. How we do this is by helping our clients preserve and grow their "serious money" in a tax efficient manner. We use fundamental analysis and research alongside investment discipline to prudently manage and customize portfolios. We provide a holistic approach to all aspects of planning and wealth management for our clients. Our commitment is to nurture client relationship for the long-term.
Specialities
- Risk Management
- Business Planning
- Cash Flow And Budgeting
- Certified Financial Planners
- Financial Planners
- Financial Planning
- Retirement Rollovers
- Investments
- Asset Management
- Annuities
- Retirement Income
- Financial Advisor
- 401k
- Holistic Financial Planning
- Retirement Investments
- Financial Planner
- Certified Financial Planner
- Retirement Planning
- Wealth Management
Languages Spoken
English
Hours of Operation
NA
