Davita Financial Planning, LLC
With extensive experience in wealth management, financial planning and client advocacy; D. Crystal Alford-Cooper, CFP®, CRC®, CDFA™ is Owner/CEO of Davita Financial Planning LLC (DavitaPlan). Davita (which is Crystal’s first name) means “giving life” in Italian. Thus the firm’s mantra – giving life to financial wellness.
Prior to forming DavitaPlan, Crystal served as Director of Financial Planning for Strategic Wealth Management Group, with offices in Columbia and Salisbury. Crystal possesses a solid portfolio of career experience as a leader in life planning solutions. With a talent for organizational development and growth; Crystal leverages her passion for financial planning and strong organizational mind to deliver optimized services focused on meeting client needs and making financial planning understandable and accessible to numerous target demographics.
Crystal has appeared as a financial planning guest on national broadcast shows; including CNBC’s Nightly Business Report, Moneywise, WHUR SiriusXM Radio, and CNN.com; and quoted in several notable media publications; Investment News, Money, Black Enterprise, and Essence. She has been featured in the Journal of Financial Planning Magazine as a Leader in the Profession; and TD Ameritrade’s The Human Finance Project.
Crystal holds an Adjunct Faculty position with HOWARD Community College, Columbia, Maryland. She serves on boards of the Financial Planning Association of Maryland (FPA of MD), President-Elect 2016; the Association of African American Financial Advisors (Quad-A), Past President/Director; the Howard County Police Foundation, Vice-President; as well as, the Financial Planning Association’s (FPA) National Diversity Committee. Crystal is a graduate of Leadership Howard County’s Premier program. And was a long-term volunteer with Make-A-Wish Mid-Atlantic.
Crystal is a graduate of the College for Financial Planning; holds the Certified Financial Planner (CFP®), Certified Retirement Counselor (CRC®) and Certified Divorce Financial Analyst (CDFA™) designations; and, maintains a Maryland state insurance license.