Richard J. Krasney, CFP®

Current

Executive Producer at Time To Impact Productions
Wealth & Philanthropic Advisor / President at RJK Wealth Management, LLC

Recommended

16 people have recommended Richard

Connections

500+ connections

Industry

Financial Services

Websites

Richard J. Krasney, CFP®’s Summary

The Philanthropic Advisor- "I help successful "Do-Gooders" figure out answers to complex wealth issues."

You might be a "Do-Gooder" if you serve on a nonprofit board, donate and are passionate about causes, have a family foundation or have thought about creating one, or know the meaning of triple bottom line. If you have a passion for helping others, you are a Do-Gooder. If you are a Do-Gooder and would like to explore what I do further, let's connect.

Financially speaking, I specialize in the process of understanding values that drive people and turn them into financial strategies. I coordinate and oversee the entire wealth management process, working with existing professionals on a client's team and bringing in outside experts when needed.
Major financial transitions including business sales, legacy planning, retirement, succession plans, charitable giving, education funding, and other major life event transition planning are our specialty.

MY FILM PROJECT: Executive Producer & "The Philanthropic Advisor"- "TIME TO IMPACT"
The Idea... Turn around Paterson, NJ one of the largest and poorest cities in New Jersey,
--180 degrees in 365 days.
A short time. A big impact...

*VISIT THE WEBSITE: www.timetoimpact.com
*WATCH THE TEASER ON YOUTUBE: http://www.youtube.com/watch?v=InEeiUU3Vvw
*BECOME A FAN OF THE FILM ON FACEBOOK: http://www.facebook.com/pages/Time-to-Impact/80370134212
*FOLLOW THE FILM ON TWITTER @ImpactMovie

Author, “Crossroads Ahead: Proceed with Passion” (forthcoming), a retirement, self-help book for the retiring Baby Boomer

Board of Directors- International Association of Advisors in Philanthropy

Richard J. Krasney, CFP®’s Specialties:

Fee-based investment management, wealth management, financial planning, legacy planning, succession planning, philanthropy, charitable planning, planned giving, social entrepreneurship

Richard J. Krasney, CFP®’s Experience

Executive Producer

Time To Impact Productions

(Entertainment industry)

March 2009 — Present (10 months)

A documentary film about a philanthropic and civic experiment aimed at transforming a US city in one year.

http://www.timetoimpact.com
http://www.facebook.com/timetoimpact
http://www.youtube.com/watch?v=InEeiUU3Vvw
http://www.twitter.com/impactmovie
Wealth & Philanthropic Advisor / President

RJK Wealth Management, LLC

(Investment Management industry)

March 2007 — Present (2 years 10 months)

RJK Wealth provides unique financial services for a select number of "Do-Gooders" who who believe true wealth isn’t measured on the net worth statement.

Our services focus on four primary areas:

1) Fee-based Investment Management- Asset allocation, portfolio analysis, capital gain/loss issues, security selection, and other investment issues.
2) Advanced Financial Planning- Wealth enhancement, transfer, and protection issues that deal in estate tax, insurance, wealth transfer.
3) Philanthropic Advisory Services- Entity selection, mission, planned giving, social entrepreneurship, and other mission driven services.
4) Relationship Management- Collaboration with other members of client's professional team, extensive network of industry specialists, and ongoing regular contact with clients.

Additional Information

Richard J. Krasney, CFP®’s Websites:

Richard J. Krasney, CFP®’s Interests:

Investment, Social Entrepreneurship, Startups, Microfinance, Philanthropy, Fishing, Travel, Food, Wine, Film, Gardening, Napoleon Hill, Networking, Meeting like minded people, Making a difference, spending time with family.

Richard J. Krasney, CFP®’s Groups:

CERTIFIED FINANCIAL PLANNER™ Professional Certificant, Financial Planning Association, International Association of Advisors in Philanthropy, NJ Financial Planning Association- Government Relations Committee, CEG Worldwide, Financial Planners Group, Social Entrepreneurs, Planned Giving,, NJ Financial Planning Association, Morristown Neighborhood House, Family Offices, Non-Profit, International Network of Social Entrepreneurs