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Crystal Colbert, CFP®, CTS™, CES™

Lead Wealth Advisor
Financial Sense Wealth Management

Contact

https://www.financialsense.com
crystal [dot] colbert [at] financialsense [dot] com
crystal [dot] colbert [at] financialsense [dot] com ()
858.487.3939 (Business)
888.486.3939 (Other)
858.487.3969 (Business Fax)
10809 Thornmint Road
San Diego, CA 92127

Content

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Biography

Financial Sense® Advisors, Inc.
Lead Wealth Advisor
Financial Sense® Securities, Inc.
Registered Representative
BrokerCheck

Crystal joined Financial Sense® Wealth Management in 2016 and became a Certified Financial Planner™ in 2020. She received her B.A. in Economics at California State University-San Marcos. Crystal’s role with Financial Sense® Advisors, Inc. is Lead Wealth Advisor and she previously worked as our Administrative and Operations Assistant. Her professional registrations include Certified Estate and Trust Specialist™, Certified Tax Specialist, FINRA Series 7 & Series 66 licenses, Life-Only, Accident and Health insurance licenses (California insurance license #4014082). Crystal enjoys being outdoors and spending time with friends and family.

Authored

Why You Need to Open a Roth IRA

A Trio of Uncertainties for 2019

OPEC Defies Trump

Brexit Update: What's the Deal?

Earnings in Focus After October Whirlwind

Featured Guest

How the SECURE Act 2.0 Will Impact You in 2023 and 2024 (Part 2)

How the SECURE Act 2.0 Will Impact You in 2023 and 2024 (Part 1)

Roth IRAs vs. Traditional IRAs - Understanding the Basics

Roth IRA vs 401k - What You Need to Know

How Roth IRAs Can Help You Save on Taxes for the Long-term

Open a Roth Today, Thank Yourself Tomorrow

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Financial Sense Wealth Management: Invest With Us

Hosted

The Benefits of Using Health Savings Accounts

Here's Your 2023 Financial Health Checklist

Donating to a Charity? Make Sure You Have a 'Giving Plan'

Are These Six Biases Destroying Your Investment Portfolio?

Josh & Crystal on What You Should Know About the Housing Market Right Now

growing wealth

What to Know About 401(k)s and the Timeline of Retirement Savings

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Financial Sense® Wealth Management
10809 Thornmint Road, 2nd Floor
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888.486.3939
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