SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.

Crystal Allen

A smiling woman in a tan plaid blazer and black turtleneck standing in a SYM Financial Advisors office, representing SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Crystal Allen

Principal and Chief Compliance Officer.

In 2000, Crystal joined the firm and is still just as passionate about her job today as when she started.

As CCO, her unwavering commitment to her work is paramount to ensure the firm is compliant within the changing regulations of the industry.

Crystal is also responsible for guiding SYM’s operational initiatives from visioning to implementation. There is no job too small for Crystal and her enthusiasm for our clients, our employees, and our firm is contagious.

Winona Lake, IN

callen@sym.com

Credentials

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Indiana University logo in red text, representing the collegiate affiliation of SYM Financial Advisors.

Bachelor of Science in Business Finance, Indiana University

The IUFW logo, representing SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, featuring the Indiana University trident symbol above the text “IUFW”.

Master of Business Administration, Indiana University

Community

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Logo for the Fat & Skinny Tire Fest with the number 16 inside a gear icon, presented by SYM Financial Advisors.

Volunteer, Fat and Skinny Tire Fest

Crystal’s Words to Live By

Good, better, best.  Never let it rest until your good is better and your better is your very best!

Personal Pursuits

Crystal enjoys traveling and basically anything outdoors (hiking, biking, kayaking, camping, or just relaxing on the beach).  When Crystal is not traveling, her favorite pastime is spending time with family, friends, and her fur baby Merle who is the craziest Boston Terrier anyone will ever meet.

 

Get Crystal’s Help

As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Warsaw work for you call 800-888-7968 or email Crystal.