Cecelia Crossen, CFP®

Client Service

Cecelia joined IWP in 2018 after 4 years’ experience in investment research and program management. Prior to joining IWP, Cecelia worked for Innovest Portfolio Solutions as a Senior Analyst where she was responsible for investment due-diligence, market commentaries, and client retirement education. Before this, she participated in and then served as the Deputy Director for El Pomar Foundation’s Fellowship program. Cecelia completed a pre-medical track and graduated from Colorado College with a BA in International Political Economy. She holds her Series 65 license.