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Crystal Kanada

Inquirer · DISC type cd
CEO at Capital Edge Insurance & Financial Services
📍 Roseville, California, United States

Crystal Kanada is the CEO and Senior Partner of Capital Edge Financial, where she specializes in providing culturally competent financial education and retirement planning for public safety professionals and their families. Her approach is informed by her personal connection to law enforcement and her prior experience at Wells Fargos Private Bank.

Outside of work, Crystal is an avid traveler and a food and wine enthusiast, passions she shares with her husband, Will. She is a dedicated mother to her two children, Roman and Mariah, and enjoys cheering them on at their sporting events, cooking, and gardening.

As the spouse of a first responder, she has a deep, personal understanding of the community she serves.

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Experience
25 Years
Current Role
CEO
Job Level
Leadership
Location
Roseville, California, United States
Personality Overview

How Crystal shows up

ROI Conscious
Judgemental
Demanding

They respond well to confident salespeople. They can be nudged to make faster decisions by offering what they value. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Priorities

Topics Crystal cares about

First Responder Finances
Specializes in providing financial services education, retirement planning, and wealth strategies tailored specifically for public safety professionals and their families.
Supporting Law Enforcement
Actively participates in the law enforcement community, including attending charity events and recognizing appreciation days like National Coffee with a Cop Day.
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Career

Work history

8-2015
CEO
Capital Edge Insurance & Financial Services
8-2012
Financial Services Professional - Investments and Insurance Products
NYLIFE Securities LLC
7-2009 - 7-2012
Assistance Vice President/Market growth and development consultant
Wells Fargo
5-2008 - 7-2009
Assistant Vice President/Trust and Fiduciary Specialist
Wells Fargo
5-2000 - 5-2008
Sales and Service Manager
Wells Fargo
In the press

Media appearances

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Education

Crystal has no verified education history

Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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