Derek H. Bystrom, CFP®, CWS®, MBA

VP - Sr. Financial Consultant

+1 925-875-5521

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Master in Business Administration
  • Series 6, 7, 9, 10, 63, 65, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

27 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 1999-present
  • Financial Advisor, Prudential Securities, 1997-1999

Education

  • MBA, Saint Mary's College of California
  • BA, University of Colorado, Boulder

Personal interests and affiliations

  • School of Economics and Business Administration at Saint Mary's College, Advisory Board Member
  • MS FAIM Program

Standard mailing address:

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

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