Crystal Kozlak

Crystal Kozlak joined Falcon Wealth Planning in 2023 as a Planning Specialist. Crystal is a career changer who has a wide breadth of experience. In 2016, she graduated from the University of British Columbia with a degree in Math and Philosophy. With a love for animals, she started her career working for a nonprofit animal sanctuary. She became a program manager and built years of client management experience. Crystal also spearheaded several projects including organizing a 1,500-attendee food and beer festival, math tutoring, swim lessons, and wedding planning.

Crystal is an aspiring CFP®. Her passion for financial wellness comes from experiencing financial hardship growing up. When she learned about the financial planning profession, she knew it was her calling. She completed the CFP® education courses and will be taking the CFP® exam in November 2023.

In her free time, she loves to swim, sew and craft, cook delicious vegan food, listen to paranormal podcasts, travel, and spend quality time with her husband and their adopted animals. She has two chihuahuas, Akayla and Lucky, and a black cat named Shadow.