Crystal Billing Email & Phone Number
Senior Wealth Advisor and Chief Compliance Officer @ SFMG Wealth Advisors
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Crystal Billing Location
- Plano, TX, US
Crystal Billing Work
- 2021 -now Senior Wealth Advisor and Chief Compliance Officer @
- 2019 -now Wealth Advisor @
- 2018 -2020 Manager of Financial Planning @
- 2016 -2018 Senior Financial Planner @
- 2006 -2016 Manager of Planning Solutions and Compliance | CERTIFIED FINANCIAL PLANNERâ„¢ @
- 2000 -2004 ParaPlanner @
Crystal Billing Education
- The University of Texas at Dallas
Master of Business Administration (MBA) (Taxation)
2004-2006 - University of North Texas
Bachelor of Business Administration (BBA) (Financial Planning)
1998-2002
Crystal Billing Skills
- Wealth Management
- Financial Services
- Investments
- Retirement Planning
- Financial Analysis
- Strategic Planning
- Portfolio Management
- Certified Financial Planner
- Risk Management
- Insurance
- Investment Advisory
- Defined Benefit
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Fixed Annuities
- 529 Plans
- Buy-sell Agreements
- Document Review
- Social Security
- Buy Sell Agreements
- Project Management
- Project Planning
Crystal Billing Summary
- Crystal Billing, based in Plano, TX, US, is currently a Senior Wealth Advisor and Chief Compliance Officer at SFMG Wealth Advisors. Crystal Billing brings experience from previous roles at SFMG Wealth Advisors and CFO4Life. Crystal Billing holds a 2004 - 2006 Master of Business Administration (MBA) in Taxation @ The University of Texas at Dallas. With a robust skill set that includes Wealth Management, Financial Services, Investments, Retirement Planning, Financial Analysis and more. Crystal Billing has 3 emails and 2 mobile phone numbers on RocketReach.
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