Justin Krane, CFP®, CIMA® President/Principal
Justin Krane, a CERTIFIED FINANCIAL PLANNERTM professional, is the founder of Krane Financial Solutions. Known for his savvy, holistic approach to financial planning, he advises his clients on how to unite their money with their lives and businesses.
Using a unique system developed from his studies of financial psychology, Justin partners with entrepreneurs to identify, clarify and meet goals for increasing their business revenue. He works with entrepreneurs to create a bigger vision for their business with education and financial modeling.
He holds a Bachelor of Arts degree in Finance from University of Colorado, Boulder, graduating in 1994. Prior to founding Krane Financial Solutions, Justin was a Vice President, Investments, and Sales Manager at UBS Financial Services Inc., for 12 years, in Beverly Hills, California.
Justin received his Certified Investment Management AnalystSM (CIMA®) designation from Investment Management Consultants Association and in conjunction with The Wharton School of Business at the University of Pennsylvania. He is also a Member of the Financial Planning Association, www.fpanet.org, the largest organization of professionals dedicated to championing the financial planning process.
He has two children and lives with his family in Calabasas, California. Justin is an accomplished athlete and was a former junior ranked tennis player in Los Angeles. He loves to cook, travel, speak Italian, and spend time with his family. Justin is also an active member in the Cystic Fibrosis Foundation.
The first focus is identifying your ambitions, goals and objectives. Next, a financial plan is developed to help you achieve your goals. Throughout this process, we use our unique, investment management philosophy as the engine to implement your customized financial plan. For more information on our services, please click here.
| Personal Financial Planning | Business Financial Planning | Ongoing Investment Management |
|---|---|---|
| Retirement Planning, 401Ks, IRAs | Grow Your Revenue | Customized Portfolio Design for Your Objectives |
| College Planning | Business Saving & Spending Plan | 3rd Party Custodians like Charles Schwab |
| Company Stock Option Plan Review | Tax Planning | Diversification Among Asset Classes |
| Spending & Savings Plan | How to Work With a Bookkeeper | Non-correlated Investments |
| Insurance Review | Business Retirement Plan | Portfolio Rebalancing |
| Estate Planning | 10 Year Profitability Forecast | Determine your risk tolerance |
| Debt & Mortgage Management | Client Base Structure Analysis | Performance Reports |
| Buying a Home | Insurance Review | One on One Personal Reviews |
Investing is a means to an end. This process can allow you to finance your ambitions. It’s your life goals that are really precious. The compounding of interest can work for you too. Positive returns allow for the compounding of interest over time, which is exponential.
For more information on our services, please click here.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
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