MOLLIE KAISER
Private Wealth Advisor
Strategic View Advisors
Mollie Kaiser is responsible for providing advice and guidance to Strategic View Advisor’s clients. She also sits on several committees, including the financial planning and investment committees, and contributes to our broader organizational strategy.
Kaiser brings with her extensive experience from both Bernstein Global Wealth Management and Credit Suisse, where she handled a broad range of advising, planning, investment management and client service responsibilities. After several years of working in social service at the beginning of her career, Kaiser decided to take her expertise in finance and passion for helping others and channel it into the world of financial planning. Kaiser is a member of the South Bay Estate Planning Council, Financial Planning Association, Estate Planning and Trust Council of Long Beach, C-Sweet, ProVisors and the Northwestern Mutual Women’s Field Association.
