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Our financial advice team


Crystal Garrett

Crystal Garrett

CFP®, APMA®

Financial Advisor

Senior Vice President of
Tiras Wealth Management
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Small Business
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Estate Planning Strategies
  • Investment Management
  • Investments
  • Family Finances

Interests

My husband and I celebrated our 20th wedding anniversary in 2020! We have two sons, ages 16 (the golfer) and 14 (the football player) and enjoy spending time as a family at the beach. We also have 2 dogs and 2 cats.

With two active boys, much of my free time relates to school and sports. I currently serve as the Treasurer for the Grand Oaks High School Golf Booster Club. I also enjoy spending time outdoors, birding and photography.

Awards & recognition

  • Five Star Wealth Manager, 2021
  • Tiras Wealth Management, #4 on Houston Business Journal Best Places to Work, 2021
  • Tiras Wealth Management, Houston Business Journal, Top Houston Wealth Management Firms & Practices, 2015-2021
  • Tiras Wealth Management, Houston Business Journal, Largest Houston-Area Money Management Firms, 2015, 2017, 2019-2021

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BBA Finance, Sam Houston State University, 1996

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Our team volunteering at Dress for Success, Houston
Our team volunteering at Dress for Success, Houston

Tiras Wealth Management is committed to helping our friends and family in the hospitality industry, who have been hit hard during the coronavirus pandemic. Our team has come up with a #TipGivingPledge campaign to show support for the hospitality workers in our community. You can find more information on our Tiras Wealth Management Facebook page and join us in this movement by using the hashtag #TipGivingPledge.

Together we can make a difference in so many lives. Tip more. Help more. Give more.

  • #TipGivingPledge
  • Grand Oaks High School Golf Booster (Treasurer)
  • Dress for Success
  • Tomball Abandoned Animal Rescue
  • MS Society
  • Juvenile Diabetes Research Foundation