Aaron Krasney joined Tobias Financial Advisors in August 2017 as an Associate Financial Advisor.  He is currently working toward earning his CERTIFIED FINANCIAL PLANNER™ certification and is an Associate Member in the National Association of Personal Financial Advisors (NAPFA), sharing our enthusiasm for upholding the fiduciary standard.

Born and raised in New Jersey, Aaron grew up in the financial planning industry. He witnessed and “assisted” in the growth of his father’s firm over the course of his childhood and through high school; assembling marketing material, assisting with data entry and sitting in on meetings with clients. While pursuing a Bachelor’s degree in Journalism and Mass Communication at the George Washington University, Aaron merged his love of writing and his interest in the financial services industry by interning with TD Ameritrade Institutional’ s marketing department for two consecutive summers.

After graduating college, Aaron spent a year teaching English in China and then moved to Manhattan where he conducted market research for consulting firms and institutional investors to provide data that drove financial decisions. While he enjoyed assessing different business cases and helping clients find the information they needed to make informed financial decisions, he felt disconnected from the large institutions and yearned to help individual clients on their personal journey.

Aaron’s background in market research and institutional marketing enhances our client experience and guidance.

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