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Crystal Dykstra

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Crystal Dykstra

VP, Wealth Management Advisor, Fidelity Private Wealth | Fidelity Investments

San Francisco, California, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Consulting Experience

Crystal Dykstra

Work Experience

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VP, Wealth Management Advisor, Fidelity Private Wealth at

Fidelity Investments

November 2021 - Present

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Executive Financial Planning Advisor at

Charles Schwab

November 2013 - November 2021

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Wealth Manager / CFP®, M.A. at

USAA

December 2012 - November 2013

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Certified Financial Planner / VP - Financial Consultant at

Charles Schwab

January 2010 - November 2012

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Investment Advisor at

E*TRADE from Morgan Stanley

June 2009 - December 2009

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Financial Advisor at

Edward Jones Investments

January 2006 - March 2009

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Account Manager at

CA, Inc

January 2004 - January 2005

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Account Manager at

Computer Associates

January 2004 - January 2005

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Client Manager at

Network Commerce

January 1998 - January 2000

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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

mail

***************@fidelity.com

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