Derek Fox, CFP®, CWS®

VP - Sr. Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 888-298-0547

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

27 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2014-present
  • VP - Financial Consultant, Charles Schwab, 2005-2014

Education

  • BA, Business Administration, Washington State University

Personal interests and affiliations

  • Financial Planning Association

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