Victor Krasij, CFA
Wealth Management | Director, Wealth Advisor | I provide personalized wealth planning solutions to high- net-worth individuals, families, business owners and entrepreneurs
Who I work with
My clients include high-net-worth individuals and their families, business owners and aspiring entrepreneurs who are concerned with planning for “what’s next” in their financial lives. I also have experience providing tailored investment management advice and strategic financial planning solutions to nonprofits and institutions.
My specialty
Whether my clients are preparing to sell their business or passing wealth to the next generation, my goal is to provide them with the best wealth management experience possible. To do this, I proactively collaborate with Aprio’s tax advisors and other specialists across the firm to provide contextual insights that cover every aspect of my clients’ financial picture.
I leverage my technical expertise to analyze my clients’ current and future cash flow needs, model scenarios that could affect their financial lives and manage an investment strategy that fuels their long-term goals. I also provide strategies to help clients manage risk through life, disability and long-term care insurance.
Unique things about me
I have played soccer my entire life and still enjoy playing and coaching my kids today. I was fortunate to be a part of the Patriot League Championship Team at Lafayette College and was recently inducted into the Hall of Fame at Avon High School in Connecticut.
When I am not at work
You can find me traveling and embarking on outdoor adventures with my wife and two children. I also love playing sports with my kids, including soccer, tennis, basketball, football, skiing and golf.
People say I am
A hardworking and honest professional who truly puts his clients’ best interests first.
Affiliations
I earned my Bachelor of Arts (B.A.) in Mathematics and Economics from Lafayette College. I am a holder of the right to use the Chartered Financial Analyst® designation and an active member of the CFA Society of Washington D.C., formerly serving as a Director and Board Chair. I also serve on the Finance Committee of Habitat for Humanity–Metro Maryland.