About Us

At Crystal Financial Advisory, we specialize in providing finance and investment advisory services with a distinct approach—empowering our clients to make informed and strategic investment decisions independently. Unlike traditional firms that manage funds, our focus is on equipping individuals and businesses with the knowledge and skills needed to navigate the financial markets confidently.

Our services include personalized investment strategy workshops, in-depth market analysis, risk management techniques, and comprehensive financial planning. We work with a diverse client base ranging from individuals looking to take control of their personal finances to corporate entities aiming to maximize their investment opportunities. By offering tailored training programs, advisory sessions, and financial education packages, we help our clients grow their financial acumen and achieve their goals.

Our CEO, Crystal Dawson, brings a wealth of experience and expertise to the company. With a BSc in Finance and credentials as a Certified Financial Planner (CFP), Crystal is deeply committed to helping clients understand the complexities of investing. Her leadership ensures that our clients receive the highest level of personalized attention and actionable insights.

 Our mission is to empower individuals and businesses with the financial knowledge, tools, and confidence needed to make informed investment decisions. Through personalized training and strategic advisory services, we aim to enhance our clients' financial literacy and help them achieve long-term success. 

 Our vision is to become the premier financial advisory firm known for empowering clients with the education and resources to independently manage their investments. We strive to create a world where financial literacy is accessible to all, enabling informed decision-making and financial freedom.