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Crystal Dykstra
Crystal Dykstra
VP, Wealth Management Advisor, Fidelity Private Wealth | Fidelity Investments
San Francisco, California, United States
Crystal Dykstra
Summary
Crystal Dykstra is a seasoned VP and Wealth Management Advisor based in San Francisco, California, with extensive experience in the financial services sector. With a career spanning over two decades, she has held key positions at prominent firms such as Fidelity Investments and Charles Schwab, where she has honed her skills in financial planning and wealth management. Crystal's educational background includes a Master of Science in Financial Planning and a Master of Arts in History, which enrich her analytical and strategic thinking abilities. She is known for her ability to navigate complex financial landscapes, particularly in equity compensation and retirement planning. Beyond her professional pursuits, Crystal has a passion for mentoring emerging leaders in the financial sector. Her unique blend of technical expertise and interpersonal skills makes her a valuable asset to her clients and colleagues alike. Crystal's commitment to continuous learning and professional development is evident in her certifications and ongoing education in equity compensation. She aims to empower clients to achieve their financial goals while ensuring tax efficiency and estate planning are prioritized.
Crystal Dykstra
Work Experience
VP, Wealth Management Advisor, Fidelity Private Wealth at
Fidelity Investments
November 2021 - Present
Executive Financial Planning Advisor at
Charles Schwab
November 2013 - November 2021
Wealth Manager / CFP®, M.A. at
USAA
December 2012 - November 2013
Certified Financial Planner / VP - Financial Consultant at
Charles Schwab
January 2010 - November 2012
Investment Advisor at
E*TRADE from Morgan Stanley
June 2009 - December 2009
Financial Advisor at
Edward Jones Investments
January 2006 - March 2009
Account Manager at
CA, Inc
January 2004 - January 2005
Account Manager at
Computer Associates
January 2004 - January 2005
Client Manager at
Network Commerce
January 1998 - January 2000
Crystal Dykstra
Education
Santa Clara University Leavey School of Business, Certified Equity Professional Level I
College for Financial Planning, Master Of Science (M.S.)
Fuller Theological Seminary, Master Of Arts (M.A.)
Northwestern college, B.A.
Ralston High School, Omaha, Diploma
Frequently Asked Questions about Crystal Dykstra
What is Crystal Dykstra email address?
Crystal Dykstra's primary email address is ***************@fidelity.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Crystal Dykstra work for?
Crystal Dykstra is a VP, Wealth Management Advisor, Fidelity Private Wealth at Fidelity Investments, a company specializing in Investment advice.
Where Crystal Dykstra graduated from?
Crystal Dykstra holds a degree in Equity Compensation from Santa Clara University Leavey School of Business.
How can I directly contact Crystal Dykstra?
To contact Crystal Dykstra directly, you can use the email address ***************@fidelity.com. Complete contact information is available upon registration with Muraena.
Who is Crystal Dykstra?
Crystal Dykstra is a seasoned VP and Wealth Management Advisor based in San Francisco, California, with extensive experience in the financial services sector. With a career spanning over two decades, she has held key positions at prominent firms such as Fidelity Investments and Charles Schwab, where she has honed her skills in financial planning and wealth management. Crystal's educational background includes a Master of Science in Financial Planning and a Master of Arts in History, which enrich her analytical and strategic thinking abilities. She is known for her ability to navigate complex financial landscapes, particularly in equity compensation and retirement planning. Beyond her professional pursuits, Crystal has a passion for mentoring emerging leaders in the financial sector. Her unique blend of technical expertise and interpersonal skills makes her a valuable asset to her clients and colleagues alike. Crystal's commitment to continuous learning and professional development is evident in her certifications and ongoing education in equity compensation. She aims to empower clients to achieve their financial goals while ensuring tax efficiency and estate planning are prioritized.
Crystal`s contact details
***************@fidelity.com
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