Fredda Elzweig

Fredda Elzweig - FOUNDER

Safeguarding your clients' financial well-being and those most important to them can be an overwhelming experience. Whether you are dealing with creating and preserving wealth, planning children's or grandchildren's education, tax liabilities, retirement, or the illnes or death of a business partner or family member, Crystal Wealth Management support can make a world of a difference.

Current Affiliations:

  • Financial Advisor at USPNY Private Wealth Management
  • Insurance consultant at Crystal Wealth Management, Inc.
  • Registered representative with Private Client Services, LLC

Past Affiliations:

  • Sales Manager Nationwide Financial
  • Sales Manager Provident Mutual

  • New York City Chapter, Financial Services Providers
  • National Association of Financial Service Providers
  • National Association of Female Executives (NAFE)
  • National Association of Insurance Women (NAIW)
  • Financial Services Institute/Member of Independent Financial Advisors
  • Variable Securities (Series 6) (Series 63) & Investment Advisor Representative (NYS)

  • Consistent Annual Qualifier
  • Prestigious sales awards, too numerous to mention
  • Worldwide Industry Leader: Million Dollar Round Table
  • Top of The Table (top 5% in the world) 5 out of 8 years
  • Court of The Table (top 15% in the world) 5 out of 8 years
  • Financial Services sales, sales management, sales coaching since 1995

Fredda's outside interests include real estate, architectural design, fine arts, gourmet food, wine, as well as fitness, and travel.

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