Crystal Kelly Receives her CFP® Designation
Crystal Kelly Receives her CFP Designation

This month we would like to highlight our wonderful team member, Crystal Kelly. Crystal has been studying hard for months towards her Certified Financial Planner® (CFP) designation. She received confirmation in the middle of August that she has officially passed the exam! We could not be more proud of her and this huge accomplishment. 

If you are not familiar with Crystal, she is one of our insurance and financial planning experts. Crystal is focused on guiding women to financial independence so that they can break the cycle of financial chaos and bring peace of mind to their lives. This perfectly encompasses who Crystal is and we are so excited to see her business grow! 

Crystal began her career in the financial industry in 2007 when she was introduced to the Private Capital Markets. Over a span of 14 years, she created and executed strategic business development, sales and marketing initiatives that helped to raise over $100 million to fund the acquisition of assets for investment funds in real estate land and development, fintech, REITs, mortgage and corporate bonds, media and recurring monthly revenue in the residential and commercial security industry. 

In 2020, Crystal added to her education and area of expertise and became Licensed in Insurance including Life insurance, Accident & Sickness Insurance. Living benefits may include disability income protection, critical illness and long-term care insurance coverages, as well as investments such as annuities and segregated funds. Additionally, in 2022, she earned her Qualified Associate Financial Planner®certification. 

The key to developing meaningful, long term and rewarding relationships is always putting the client’s needs first and remaining diligent in the pursuit of customer service that is above and beyond expectations. Crystal strongly believes that although Financial Planning can be complex, it does not need to be complicated. Her focus is on identifying areas clients are at risk and implementing strategies to minimize or eliminate those risks combined with identifying areas of opportunity and implementing strategies to optimize client’s financial well being. 

Her mission is to help everyday people and business owners design a customized road map to their goals. The road map gives clients confidence that they are on the right path to the most optimal financial position possible and peace of mind that they will get there safely. 

Thank you for all that you do, Crystal!