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