As a CERTIFIED FINANCIAL PLANNER™ professional, Crystal is dedicated to educating, designing, and implementing personalized financial plans, which are geared towards the goals and objectives of her clients. She also coordinates with CPAs and attorneys to assist her clients with tax planning, elder care, and estate planning concerns.
Crystal holds a Bachelor’s Degree in Psychology, and has 15 years of experience in the financial industry. She currently holds securities license Series 7 and 63, as well as life and health Insurance licenses in Pennsylvania.
She lives in Schnecksville with her husband Kris, and two dogs, Blake and Chloe.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.