Kyle Bergstrom

Kyle Bergstrom Email and Phone Number

VP – Senior Wealth Consultant | Schwab Private Wealth Services @ Charles Schwab
san francisco, california, united states
Kyle Bergstrom's Location
Newport Beach, California, United States, United States
Kyle Bergstrom's Contact Details

Kyle Bergstrom work email

Kyle Bergstrom personal email

About Kyle Bergstrom

As a Schwab Sr. Wealth Consultant it’s my job to help you create a better financial life. I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you. I can assist you with:• Wealth management• Investing• Portfolio analysis• College planning• And moreAnd you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances. The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 714-673-5901 or email me at: Kyle.Bergstrom@schwab.com.Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only.For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwabBrokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Kyle Bergstrom's Current Company Details
Charles Schwab

Charles Schwab

View
VP – Senior Wealth Consultant | Schwab Private Wealth Services
san francisco, california, united states
Website:
schwab.com
Employees:
20505
Kyle Bergstrom Work Experience Details
  • Charles Schwab
    Vp – Senior Wealth Consultant | Schwab Private Wealth Services
    Charles Schwab Sep 2024 - Present
  • Charles Schwab
    Vp- Assistant Branch Manager
    Charles Schwab Jul 2022 - Nov 2024
  • Charles Schwab
    Vp- Financial Consultant
    Charles Schwab Jun 2019 - Oct 2022
    Greater Los Angeles Area
  • Charles Schwab
    Financial Consultant
    Charles Schwab Jun 2016 - Jun 2019
    Greater Denver Area
  • Redfin
    Associate Agent
    Redfin Jun 2015 - Jun 2016
    Orange County, California Area
  • Bergstrom Development
    Real Estate Analyst/Acquisitions
    Bergstrom Development Jan 2007 - Jan 2016
    Tustin, California
    Worked with owner on site selections and property acquisitions. Performed lease negotiations. Assisted in construction oversight of an industrial building complex. Ongoing property management, including finding new tenants as well as managing current tenants.
  • Hoag Memorial Hospital
    Financial Analyst
    Hoag Memorial Hospital Feb 2015 - Jun 2015
    Contractor
  • Mayer Hoffman Mccann P.C.
    Staff Accountant
    Mayer Hoffman Mccann P.C. Jul 2014 - Jan 2015
    Irvine, Ca
    I work as a part of a team as we audit both Local and Federal Government Agencies as well as various types of non-profits. Review financial statements and analyze data to come to a conclusion based on GAAP.
  • Nienow & Tierney, Llp
    Staff Tax Accountant
    Nienow & Tierney, Llp Jan 2014 - Apr 2014
    Tustin
    While studying at Biola University, I worked through the Tax season at Nienow & Tierney as an intern. I helped prepare Tax returns as well as any other tasks that were given to me by the team. I gained valuable knowledge on the way taxes are filed as well as various programs used in the Finance world.
  • Gamez On Wheelz
    Manager
    Gamez On Wheelz Jan 2012 - Jan 2014
    Irvine
    I managed a team of 5 empolyees. I wrote their schedules as well as assisted in any problems they may have faced while out in the field. Was responsible for sales and booking. Worked directly with owner and was involved in every phase of the business process. In my third month as manager Gamez on Wheelz experienced one of their most profitable months to date.
  • At&T
    Sales Representitive
    At&T Jun 2011 - Feb 2012

Kyle Bergstrom Skills

Powerpoint Microsoft Excel Microsoft Word Microsoft Office Customer Service Quickbooks Access Social Networking Nonprofits Social Media Event Planning Photoshop Social Media Marketing Leadership Public Speaking Facebook Teamwork Auditing Financial Statements Accounting Management Team Building Research Finance

Kyle Bergstrom Education Details

Frequently Asked Questions about Kyle Bergstrom

What company does Kyle Bergstrom work for?

Kyle Bergstrom works for Charles Schwab

What is Kyle Bergstrom's role at the current company?

Kyle Bergstrom's current role is VP – Senior Wealth Consultant | Schwab Private Wealth Services.

What is Kyle Bergstrom's email address?

Kyle Bergstrom's email address is ky****@****wab.com

What is Kyle Bergstrom's direct phone number?

Kyle Bergstrom's direct phone number is +171479*****

What schools did Kyle Bergstrom attend?

Kyle Bergstrom attended Biola University.

What are some of Kyle Bergstrom's interests?

Kyle Bergstrom has interest in Children.

What skills is Kyle Bergstrom known for?

Kyle Bergstrom has skills like Powerpoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Quickbooks, Access, Social Networking, Nonprofits, Social Media, Event Planning, Photoshop.

Who are Kyle Bergstrom's colleagues?

Kyle Bergstrom's colleagues are Harjit Singh, Paul Dunk, Craig Bakke, Stephanie Williams-Wright, Laurel Keebler, Timothy Pratt, Ashley Arevalo.

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