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
Broad capabilities that enable us to support you throughout your entire business cycle
The industry knowledge that ensures your strategies are better than the competition
A cohesive approach that encourages diversity of thought and speed to market
Tailored solutions that meet the unique needs of your business and operationSee our portfolio of work
Like many great companies, our start also began with two friends contemplating how to have more purpose-filled careers, after excelling in senior roles in financial services and technology sectors. We wanted to build upon that valuable experience to help others reach new heights. After jotting down some ideas on a napkin, the name and purpose of our new company emerged.
What was the purpose of the business? To apply our lifelong corporate experience to help leaders intersect the most critical aspects of their business to realize success and happiness in meeting the needs of their customers, employees and communities they serve.
Business featured on cover of SD Metro Magazine
Executive profile in national publication Employment and Entrepreneur
Founder named as one of San Diego’s Most Influential People
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.
Crystal is a sought-after speaker on business, entrepreneurship and strategic marketing. She contributes to her local community by serving on the Board of Directors of the Identity Theft Resource Center and San Diego Employers Association. She has been recognized for her contributions to the business and civic life of San Diego with Women Who Mean Business, Tribute to Women in Business and three times as a Women Who Impact San Diego honoree.
Sargent holds a Master of Science degree in Marketing Communications from Illinois Institute of Technology and a Bachelor of Arts degree in History from the University of Wisconsin, Madison. Prior to founding Invested Advisors in 2016, Sargent spent a 23 year career in top-level executive positions for commercial and private banks, advancing the goals of wealthy families, business owners, corporate executives, underserved communities and non-profit organizations.