Chief Financial Strategist
Certified Tax Specialist®
Certified Income Specialist®
Certified National Social Security Advisor®
Certified Estate and Trust Specialist®
Certified Annuity Specialist®
Certified Fund Specialist®
Crystal oversees and monitors the company’s financial activities and manages all Confidence Wealth Management real estate and facilities. In addition to her role as the Chief Financial Strategist, Crystal is the author of Money Confidence: Advice for Women to Take Control of Their Financial Freedom Now and Your Personal Money Diary.
She is an experienced licensed retirement income strategist and a national financial motivational speaker. She is also a TV and radio personality who has appeared on CBS News, Fox Business, ABC, NBC, KFI, KTLK, KRLA, KDAR, and KKLA. She has also been featured in publications such as Entrepreneur, Yahoo! Finance and Redbook.