Crystal Kozlak
CFP®

Associate Financial Planning

Currently living in: San Bernardino, CA
Hometown: Seattle, WA


Crystal is a CERTIFIED FINANCIAL PLANNER® and a career changer with a unique background. After graduating from the University of British Columbia in 2016, she began her career at an animal sanctuary before discovering her passion for financial planning. Crystal earned her CFP® designation and gained experience at a fee-only RIA in Ontario, CA, specializing in tax planning. She is committed to helping clients make thoughtful, values-driven financial decisions.  

Get to know Crystal:

I am a:

  • Canadian and U.S. dual citizen

  • Non-binary individual and part of the LGBTQIA+ community

  • Vegan of 10+ Years

  • Mama to 5 furbabies (3 dogs, 2 cats)

  • Swimmer (I can’t get enough of the pool)

  • Runner (Fun fact: I ran 7 half marathons!)

  • Spiritual enthusiast 

  • Crafty creative (I love sewing, wood burning, using my Circut machine) 

  • Event organizer (Fun fact: I organized a 1,500 attendee Vegan Oktoberfest!)

  • Train enthusiast

  • Goth at heart

  • Cook and baker

 

The best piece of financial advice I’ve ever received is…

“ Pay yourself first ”