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Crystal B

Series 66

Waipahu, HI

Edward Jones

Crystal Bossola is a financial advisor with Edward Jones in Waipahu, HI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, she worked at Right Now Mortgage LLC and has held roles in education and entrepreneurial ventures, including operating a small business and participating in charter school programs. She is also the vice president of Holoholo Screens Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs with a fiduciary standard, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Doctor or Medical Professional
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