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Crystal R
CFP®, Series 63, Series 65
Midland, TX
Beyond Balanced Financial Planning, LLC
Crystal Rau is a CFP® with 15 years of industry experience, currently leading Beyond Balanced Financial Planning, LLC in Midland, TX. She previously worked at Kevin Foreman - Raymond James FS Branch. Outside of her advisory role, Rau serves as treasurer and finance committee member for a local nonprofit and owns a group of self-serve car washes in Midland. Beyond Balanced Financial Planning provides individualized financial planning, investment management, and ERISA retirement-plan services to individuals, trusts, small businesses, and employer-sponsored retirement plans. The firm emphasizes a Modern Portfolio Theory approach with predominantly passive management, offering discretionary portfolio management and specialized pension and profit-sharing plan consulting.
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