Derek Anthony, CFP®, CWS®

VP - Branch Manager

+1 858-551-6304

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

26 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2017-present
  • Sr. Financial Consultant, Charles Schwab, 2003-2017
  • Advice Training Manager, Charles Schwab, 2000-2002
  • Portfolio Consultant, Charles Schwab, 1999-2000
  • Broker, Charles Schwab, 1997-1999

Education

  • CFP Program, College for Financial Planning, 2001
  • BA, Finance, University of Arizona, 1996

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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