Welcome to Aaron Krasney

Join us in welcoming our newest Financial Advisor, Aaron Krasney. Aaron joined Tobias Financial Advisors in August and has hit the ground running. He began coursework to prepare for the CFP® exam and is working to apply his background in financial marketing to help enrich the experience for our clients.   

Aaron was born and raised in New Jersey, growing up in the financial planning industry. He was a fixture at his father’s firm during his high school years; assembling marketing materials, assisting with data entry, and sitting in on meetings with clients. He holds a bachelor’s degree in Journalism and Mass Communication from The George Washington University and interned with TD Ameritrade Institutional’ s marketing department for two consecutive summers.

After graduating, Aaron taught English in China and then moved to New York City where he conducted market research for consulting firms and institutional investors. While he enjoyed assessing different business cases and helping clients find the information they needed to make informed financial decisions, Aaron is looking forward to working directly with individual clients and building relationships to help people move towards their personal goals.

In his free time, Aaron loves playing golf and ping pong, reading on the beach, and traveling.