Logo for SYM Financial Advisors featuring the text "SYM" in large green font and "FINANCIAL ADVISORS" in smaller gray font. There is a graphic of two green, swooping lines beneath "SYM." The background is white.

Crystal Allen

crystal standing

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.


The image shows the Indiana University logo. It features the word "Indiana" in red, arched at the top, with the university's initials "IU" in a stylized, interlocking design below it. The letters are all in red on a white background.

Bachelor of Science in Business Finance, Indiana University

The image features the logo of Indiana University Fort Wayne (IUFW). It has a red background with a white vertical stripe in the middle. The Indiana University trident logo is positioned at the top, and the abbreviation "IUFW" is written below the trident.

Master of Business Administration, Indiana University


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Member, Board of Directors CASA of Kosciusko County

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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 info@sym.com.