Principals' Bio

Scott Krim, CPA

Principal, Krim Associates

Contact: 201-632-2024

sakrim@krimassociates.com

Scott Krim is a principal of Krim Associates.  For 17 years he has specialized in working with closely held businesses, top executives and successful professionals, high net worth individuals and families.  His background includes four years in public accounting as a Certified Public Accountant, and he is a member of the New Jersey Society of CPAs and the American Institute of CPAs.

A frequent guest speaker on a financial planning cable program, Scott also provides estate and business planning services to the memberships of several national and regional industry associations, and is regularly published in professional and trade publications.  Clients of top accounting and law firms are often referred to Scott for his planning expertise.


Richard Krim, ChFC

Principal, Krim Associates

Contact: 201-632-2025

rakrim@krimassociates.com

A founding principal of Krim Associates, Richard has helped to establish the firm's reputation for excellence in providing planning services for estate and wealth preservation and distribution, insurance analysis, asset management and business transfer.  He specializes in working with closely held businesses, top executives and successful professionals.

As a financial planner, Richard has 30-plus years of experience as Regional Vice-President of a multinational financial conglomerate, also having served as a chairman of their Advisors Management Committee.  He has earned an advanced designation in insurance(CLU) and financial planning (Chartered Financial Consultant) and has been endorsed by a number of national and regional industry associations to provide estate and business planning for their memberships.  He is regularly published in professional and trade journals and is called on to conduct seminars and workshops.

After hours, Richard enjoys traveling, golf, and spending time with his family.


Robert W. Davis, CFP®

Certified Financial Planner Practitioner, Krim Associates

Contact: 201-632-2040

rwdavis@wpsllc.net

Robert W. Davis is a Certified Financial Planner Practitioner with Krim Associates.  Robert works with individuals, business owners and executives in the areas of: Estate Tax Reduction Strategies, Business Succession/Continuity Planning, Business Fringe Benefits, Retirement Planning and Investment Planning.

Robert completed his Bachelor of Science degree in Business Administration from Ramapo College of New Jersey.  He also earned his Certified Financial Planner™ (CFP®).


 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck