Crystal Clark

Insurance Specialist

Crystal has supported the disability planning needs of Capitas staff and advisors throughout the country for over seven years. She has since been promoted to National Disability Specialist for Pacific Southwest Financial and Capitas. In addition, she has been a successful relationship manager and sales and marketing executive for over 15 years. Before Capitas, Crystal started her insurance career working with Medicare and specializing in Part C plans.

Crystal is passionate about assisting others in securing their financial future. Her extensive industry knowledge and decade-plus work in solving individual and business planning needs make her an indispensable asset to advisors in the education and sale of disability insurance.

Crystal studied at Duke University for Behavioral Finance, Grossmont College for Criminal Justice, and Princeton University for Digital Assets and Blockchain Technology. When not at work, Crystal enjoys traveling and spending time with friends, family, and her dogs.

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Crystal Clark

Insurance Specialist

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