Advisors at this firm
Harold Z
Series 63, Series 65
Saugus, MA
Crystal Capital Management Corporation
Harold Zazula is a financial advisor with Crystal Capital Management Corporation in Saugus, MA, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior work includes roles at GWFS Equities, Stratos Wealth Partners, LPL Financial LLC, and New York Life Securities. Crystal Capital Management Corp. provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, and small businesses. The firm manages approximately $35 million for about 90 clients, focusing on a non-discretionary, core-and-satellite investment approach using low-cost mutual funds and ETFs, with services that include comprehensive and hourly financial planning.
William B
CFP®, Series 63, Series 65
Saugus, MA
Crystal Capital Management Corporation
William Burton is a CFP® with 25 years of industry experience and holds Series 63 and Series 65 licenses. He is a principal at Crystal Capital Management Corporation and has operated his own CPA firm, Wm L. Burton CPA, for over 25 years. Crystal Capital Management Corporation provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, and small businesses. The firm employs a core-and-satellite, long-term buy-and-hold approach with primarily non-discretionary management, serving mostly non-high-net-worth clients and integrating tax and accounting planning through its principals’ active CPA credentials.
