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'm a proud Canadian and U.S. dual citizen, and as a non-binary individual, I'm an active part of the LGBTQIA+ community. For over a decade, I've been a vegan, and my home is filled with the love of five furbabies: three dogs and two cats. When I'm not enjoying the pool as a dedicated swimmer or hitting the pavement as a runner (I've completed seven half marathons!), I'm often exploring my spiritual side or getting crafty with sewing, wood burning, and my Cricut machine. I also have a knack for organizing events, like the 1,500-attendee Vegan Oktoberfest I once put together. A train enthusiast and a goth at heart, I also love to cook and bake.
The best piece of financial advice I’ve ever received is…
“Pay yourself first.”
