Mollie Kaiser
Partner at Strategic View Advisors - Achieve Financial Peace of Mind™
- Role
- Partner - Private Wealth Advisor at Strategic View Advisors
- Location
- Manhattan Beach, CA, US
- LinkedIn followers
- 500 followers
About Mollie Kaiser
Achieve Financial Peace of Mind… This is our mission for all of our clients. There is no…
Experience
Partner - Private Wealth Advisor
Sep 2016 — Present · Manhattan Beach, CA, US
Our mission is for those who partner with us to Achieve Financial Peace of Mind™, freeing up their emotional energy to invest in the things they value most.As our clients Achieve Financial Peace of Mind™, they are freed from lingering financial worries, knowing there is a team and plan in place that will continue to successfully guide them and future generations through life’s uncertainties. Our clients spend energy that would otherwise be absorbed in the financial minutia toward more meaningful areas of their lives.By maximizing the talents and passions of our team members for the benefit of our clients, we expand the reach of our organization to an ever‐increasing number of families who place their trust and confidence in us, thereby transforming the communities in which we live. The heart and soul of SVA, our team membersexperience the same personal fulfillment we desire for our clients.
Education
The American College of Financial Services
Chartered Life Underwriter® (CLU®)
Institute for Divorce Financial Analysts
Certified Divorce Financial Analyst (CDFA®)
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner™ (CFP®)
Pepperdine Graziadio Business School
MBA, General Business
2008 — 2010
The American College of Financial Services
Retirement Income Certified Professional® (RICP®)
Oral Roberts University
B.A., Psychology
1997 — 2001
National Association of Plan Advisors
Qualified Plan Financial Consultant
Skills
- Risk Management
- Microsoft Excel
- Research
- Financial Analysis
- Marketing
- Asset Management
- Nonprofits
- Leadership
- Program Management
- Investments
- Analysis
- Public Speaking
- Nonprofit Organizations
- Portfolio Management
- Financial Modeling
- Management
- Finance
- Strategy
- Forecasting
- Strategic Planning
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