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.
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 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 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
Expanded services to include incentive travel and work-perks and Invested Traveler was featured in Forbes.
Accelerated portfolio growth and Founder Chaired the March of Dimes Signature fundraising gala.
Established Gulf Coast market presence to attract and support national and regional clients; invited to join Forbes Agency Council.
Founded the company with three clients and the business was featured as a cover story in SD Metro.
Winning several competitive RFPs and profiled in Employment and Entrepreneur.
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.