Crystal Dye


Financial Advisor, RJFS



As a CERTIFIED FINANCIAL PLANNER™ professional, Crystal is dedicated to educating, designing, and implementing personalized financial plans, which are geared towards the goals and objectives of her clients. She also coordinates with CPAs and attorneys to assist her clients with tax planning, elder care, and estate planning concerns.

Crystal holds a Bachelor’s Degree in Psychology, and has 15 years of experience in the financial industry. She currently holds securities license Series 7 and 63, as well as life and health Insurance licenses in Pennsylvania.

She lives in Schnecksville with her husband Kris, and two dogs, Blake and Chloe.



Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.