Who

We Are

INVESTED ADVISORS IS AS UNIQUE A FIRM AS IS ITS NAME.

We are experts in guiding business strategies and delivering marketing communications that position our clients for success. We have the experience and talent to do so in a way that is intellectually and visually compelling with an outcomes-oriented approach.

Invitation to Meet

How We Got Our Start and

Our Leadership Team

A TALE OF TWO FRIENDS.

Like many great companies, ours too began with two friends contemplating how to have more purposeful careers after exceling in senior roles in financial services and technology sectors. With a shared passion for travel and its ability to nurture growth, we set out to help companies and teams take flight. After jotting down some ideas on a napkin, we created Invested Traveler. We soon realized we had the capacity for an even bigger vision through specialized services offered through Invested Traveler and Invested Advisors.

Crystal Sargent

FOUNDER AND CEO

Crystal Sargent is a high performing executive with global expertise building brands and businesses and leading corporate marketing and sales teams that enhance shareholder value through the intersection of brand, culture, strategy, engagement and technology. The team at Invested Advisors works closely with founders and leaders to help bring focus to their business and amplify results with award-winning marketing communications.

Sargent launched Invested Advisors to fill a critical void in the marketplace that helps business leaders put solutions in place to bolster their market position and systems that accelerate revenue.

Read More

Carrie Fossati

CREATIVE DIRECTOR

Carrie is a detail-oriented master graphic designer with more than 20 years of experience creating and managing brand recognition through visual assets. She conceptualizes, develops, and executes quality layouts for digital and print collateral materials, as well as negotiates, plans and places media buys and public information schedules. To each project, she brings visual clarity and creativity that is equal to her personal approach and adaptability to deliver brand and media assets that are on brand and strike a trustworthy persona.

In addition to working with a host of private businesses, Carrie works with public sector agencies and organizations including Oceanside Unified School District and the City of Oceanside in California.

Read More

Our

History

2016

Launched Invested Traveler

Expanded services to include incentive travel and work-perks and Invested Traveler was featured in Forbes.

2018

Established Market Leadership

Accelerated portfolio growth and Founder Chaired the March of Dimes Signature fundraising gala.

2020

Expanded Geographic Footprint

Established Gulf Coast market presence to attract and support national and regional clients; invited to join Forbes Agency Council.

Founded Invested Advisors

Founded the company with three clients and the business was featured as a cover story in SD Metro.

2017

Became A Federal Government Prime Contractor

Winning several competitive RFPs and profiled in Employment and Entrepreneur.

2019

Joined Boards Of Significance

Joined the national Identify Theft Resource Center and San Diego Employers Association. Founder named as one of San Diego’s Most Influential Business Leaders by the San Diego Business Journal.

2021

Ready to blaze some history-making trails.
Reach out to us by Email or Phone.
We’re here to HELP.