Krasna Financial Group Employee Directory

Financial ServicesCalifornia, United States0-1 Employees

Krasna Financial Group operates as an independent, full-service boutique in the financial services sector, providing fee-based financial planning and wealth management. Based in Walnut Creek, California, the firm has served clients across Southern and Northern California for more than 30 years. It concentrates on professionals, business owners, families, and independent women, delivering personalized financial processes aimed at helping clients achieve their individual life and financial goals. 

The firm positions itself as a trusted advisor, coach, and personal advocate for milestones, offering plans, solutions, and portfolio designs tailored to each client while coordinating with attorneys and tax professionals as needed. Securities and investment advisory services are offered through FSC Securities Corporation, a registered investment adviser and member FINRA/SIPC, with additional investment advisory services provided by Krasna Financial Group, LLC, an independent registered investment adviser not affiliated with FSC.

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