Crown Wealth Strategies

06/10/2026

Lizzie Dipp Metzger and Pablo Magdaleno had the opportunity to participate in the Latino Market Symposium in San Antonio with New York Life, joining important conversations around leadership, legacy, and the growing impact of the Latino community in financial services.

At Crown, serving families means understanding their stories, their values, and the legacy they are working to build. We are grateful for opportunities like this to share, learn, and continue helping empower our communities — one family, one solution, and one legacy at a time.

06/09/2026

Crown Wealth Strategies congratulates Javier Zubiate on earning New York Life’s prestigious Executive Council honor for the fifth consecutive year. This achievement reflects his continued excellence, client-focused approach, and commitment to helping individuals, families, and business owners navigate their financial futures with confidence. Congratulations, Javier! Click the link to read more: https://bit.ly/4xg73II

06/08/2026

Happy Birthday, Paulette!

We’re grateful to have you as part of the team. Your professionalism, attention to detail, and consistent support make a meaningful impact on everything we do.

Thank you for the care and reliability you bring each day, it does not go unnoticed. Wishing you a wonderful birthday and continued success in the year ahead!

05/30/2026

Celebrating you today, Pablo!

What you’ve built here and the impact you’ve had on this team goes far beyond your role. The way you show up and the standard you carry with you has shaped the culture in a real way.

We’re grateful for the influence you’ve had and the example you set.

Wishing you a great birthday and a year ahead that gives back to you in all the right ways!

05/29/2026

529 Day is a reminder to plan ahead for your child’s future.

A 529 plan can be a simple, tax-advantaged way to start saving for education—and the earlier you begin, the more it can grow.

Have questions or ready to get started? Connect with our team:

Crown Wealth Strategies provides quality financial strategies, focusing on wealth planning strategies for professionals, physicians, and business owners. We offer financial and insurance products and services, and employee benefits services to businesses and individuals.

05/28/2026

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take, your credit score could drop significantly. This article from CNBC breaks down what each option actually does to your credit and how long the damage lasts:

https://cnb.cx/4dNZCQd

Do you know someone who would like to work with a Financial Professional on their financial goals? I'd love to connect and talk through how I can support them.


The article is provided for informational purposes only. Any actions you take regarding debt repayment and credit cards are made at your own discretion. Paying off debt, opening or closing credit cards, or changing your credit utilization may impact your credit score and profile. There is no guarantee of specific outcomes related to credit score changes.

05/20/2026

Last week, Lizzie and Pablo were both honored to be selected as speakers for Nautilus — Lizzie as the MC and Pablo as a panelist for Project Management. Grateful for the opportunity to share their voices, leadership, and experience.

05/10/2026

Happy Mother’s Day to the incredible mothers on our team, and to all of the amazing moms we are honored to serve and work alongside each day.

Today, we celebrate the women who lead with strength, grace, compassion, and unwavering dedication — balancing so much while continuing to show up for their families, their communities, and those around them.

Wishing you all a day that reflects how appreciated you truly are!

05/07/2026

We’re now on Instagram! Follow along as we share insights, strategies, and the principles that guide everything we do.

Connect with us here: https://bit.ly/3PsQLes

03/03/2026

We’re excited to share that Lizzie Dipp Metzger has been named a Top 50 Women Wealth Advisor in Texas - South on the 2026 Forbes Best-in-State list.

She is also recognized as a Top 50 Financial Security Professional nationally and Top 5 in Texas — marking five consecutive years of Forbes recognition.

These two lists reflect different strengths: asset management and investment strategy, alongside comprehensive financial security planning. Being recognized in both speaks to the holistic approach we believe in at Crown Wealth.

Crown Wealth Strategies currently oversees over $100 million in total assets under management, and advises on policies representing over $2 billion in life insurance value.

Thank you for the continued trust and support.

Link: https://bit.ly/46Fwckx