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Crystal Bowles, CFP®

Financial Advisor

"It is such a rewarding experience to see how our financial planning can impact our clients' lives, especially during unexpected hardships. I am incredibly proud when I can sit shoulder to shoulder with a client so they can lean on me, knowing that I will listen and help them find financial resolutions. That is why I got into planning."

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Crystal has over 20 years of experience at Bridgeworth Wealth Management, bringing extensive knowledge and experience in comprehensive financial planning, asset management, and retirement income planning.

After graduating from the University of Alabama’s Financial Planning Program, Crystal obtained her CERTIFIED FINANCIAL PLANNER™ designation. Crystal specializes in working with clients at or nearing retirement age to develop strategies to help them achieve the things they find most important. In addition, she has a deep passion for helping couples and individuals find financial peace of mind during times of transition.

Crystal currently serves as chair of the firm’s Best Practices Committee. In addition, she is on the Board of Directors for the Alabama Association of Charitable Gift Planners, a member of the Hoover Service Club and Financial Planning Association of North Alabama.

Crystal grew up in Homewood, Alabama, and currently lives in the Bluff Park community with her husband, John, and their two children, Ella and Ben.

Affiliations

  • Alabama Association of Charitable Gift Planners: Board of Directors, 2021 to present
  • Community Foundation of Greater Birmingham Professional Advisor Committee: 2021 to present
  • Financial Planning Association of North Alabama: Member 2005 to present; Director of Community Outreach 2008-2009; Treasurer 2013
  • Hoover Service Club: 2020 to present
  • Hoover Chamber of Commerce: Member 2021 to present
  • Bluff Park United Methodist Church: Finance Committee 2014-2016; Permanent Endowment Committee 2011-2013, 2018-2021

Education

  • University of Alabama, 2000
    Bachelor of Science, Consumer Sciences with an emphasis on Family Financial Planning
  • CERTIFIED FINANCIAL PLANNER™
    2005