Crystal Francine

I am a creative financial professional that uses their creativity to think outside of the box. Simultaneously, while I pursued my dance dreams, my professional career included time as a Financial Services Representative, Non Profit Book Keeper, Registered Tax Preparer, Director of Finance for a small restaurant group, and a Public Accountant. In the middle of my varied professional career, I began a successful personal training and Pilates business as well developing into a traveling Master Instructor for Peak Pilates. All of this experience has given insight from all sides. The result is I developed a love of coaching people to meet their financial and fitness goals. And am excited to help you with yours.

Professional Certifications, Licenses, and Degrees

  • BA ‘06, Finance and Political Science, Anderson University

  • FINRA Series 6: Investment Company and Variable Contracts Products Representative Exam*

  • FINRA Series 63: Uniform Securities State Law Exam*

  • Ohio and New Jersey Life Insurance License*

  • Registered Tax Return Preparer*

  • BFA ‘13, Dance Performance and Choreography, The Ohio State University

  • MA ’22, Accounting, University of North Carolina - Chapel Hill

  • Certified Public Accountant