Crystal Leigh Walker, CFP®, CRPC®, CKA®
Financial Planner and Investment Strategist
Who am I?
My name is Crystal Leigh Walker. I help women and the people they love find peace and purpose with their money. I am a financial planner and investment strategist with NorthShore Financial Strategies in Chattanooga, TN.
My husband and I have two adult children, a tribe of dogs and two tolerant cats. We both grew up in Chattanooga, TN and currently reside in the Harrison area.
Where did I begin?
My little girl dream was to be a high-end attorney and work in international business law. But, as life would have it, my path was directed to another career.
My professional life began in financial services just before the millennium in 1997. My uncle was a financial advisor and asked me to come work for him as an assistant and as the ”tech person” for the office. After being with him for about two years, wearing many hats, I realized how much I enjoyed the financial services field and became licensed.
I worked as a licensed admin and operations manager for my uncle’s firm until about 2005. Then, in 2005, I started serving clients as a junior advisor. By 2009, I took over a handful a group of relationships at the firm and that is when I became a full-time financial advisor.
Fast forward to 2019, I left the family firm to partner with my close friend, Carrie Turcotte, to create and co-lead NorthShore Financial Strategies.
My credentials:
I hold the following designations: Certified Financial Planner, Chartered Retirement Plan Counselor, Certified Kingdom Advisor.
I am a graduate of Bryan College, Dayton TN. I have a Masters of Business Administration with emphasis in financial planning from Indiana Wesleyan University.
I also have the Series 7, 63 and 66 Securities Licenses held through LPL Financial and my Life & Health Insurance licenses.
My passion for serving others, professionally and personally:
It wasn’t long in my career that I realized my purpose was to serve others. I mean really serve others- from small challenges to life’s big decisions, my desire is to truly walk with, stand beside, and guide my clients in their life transitions.
I want my clients to feel secure in their understanding of money management, budgeting, investing, and navigating financial challenges. I meet them in the middle and can be the calm within the chaos. I teach my clients so that they are empowered to make informed decisions for themselves and their loved ones without fear or intimidation.
Personally, I am a lifetime learner. I am always seeking the next opportunity to become better equipped to help others. I am also a big proponent of sharing knowledge with others. I spend countless hours reading or listening to various topics (some non-financial) so that if given the opportunity to have an answer to someone’s problem… I have it or can at least point them in a direction.
I am passionate for serving our community by supporting local non-profits. I love, love the work that Jesus plans throughout the various organizations here in Chattanooga. I love to see the impact and the benefit to humanity as a whole.
I love being a Certified Kingdom Advisor and being part of a community of financial advisors, attorneys, insurance and tax planning professionals who believe in incorporating biblical knowledge and values as part of their practice.
My goals and dreams:
I want to embrace our vision of “Empowering Women with Financial Confidence” and continue fleshing out how it translates to our offerings within the community.
I want to build a team of like-minded professionals to spread our mission of empowerment beyond Chattanooga.
I want to continue sharing life, providing guidance, and celebrating success with those who choose me as their trusted advisor.
How I work with clients:
I offer hourly consulting or flat fee financial planning. I also work with clients through investments or through insurance and long-term care offerings.
To begin the process, simply submit a request through our website, email or call the office. You may also text your information to 423-648-2733. Someone will reach out to you to schedule a complimentary, no-obligation call.
*CRPC conferred by College for Financial Planning.