Who We Are

Invested Advisors is as unique a firm as is its name. Investir – borrowed during the 13th century as Italian – it’s the notion of giving one’s capital to form something new. It’s also an apt metaphor for the firm that is an ensemble of business leaders and marketing creatives whose combined talents and shared vision help our clients harness the passion for the possible.
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.

Our Value Proposition

Click on each icon to learn more
  • Broad Capabilities


    Broad capabilities that enable us to support you throughout your entire business cycle

  • Industry Knowledge


    Industry knowledge that ensures your strategies are better than the competition

  • Cohesive Approach


    Cohesive approach that encourages diversity of thought and speed to market

  • Personalized Service


    Tailored solutions that meet the unique needs of your business and operation


Awards & Business Concerns

ADDY Award Golden Eagle EMMY Award Tribute to Women In Business Women Who Impact San Diego
Women Who Mean Business EDWOSB SB 2004771 DBE and SBE ACDBE
DUNS Number 080535853 SAM – Current CAGE 7SZ62 NAICS codes Seller of Travel 2129190-40


Like many great companies, our start also began with two friends contemplating how to have more purpose-filled careers, after exceling 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.


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 into place solutions to bolster market position and systems that accelerate revenue. The company’s Invested Traveler division’s mission is to create, inspire, produce and deliver experiences that change y(our) world by helping clients manifest their aspirations by creating meaningful relationships nurtured through curated events, meetings and incentive travel.

Crystal is a sought-after speaker on business, entrepreneurship and strategic marketing, facilitating marketing seminars on behalf of the U.S. Department of Transportation as well as being a guest speaker at Roskilde University outside of Copenhagen, Denmark. She contributes to her local community by serving on the Board of Directors of the March of Dimes and San Diego Police Foundation. 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. “

Our Customers

Have a project in mind?

Send us a quick overview and we'll let you know right away what we can do to help.