MOLLIE KAISER
Partner; Private Wealth Advisor
Strategic View Advisors
A newly appointed partner at the firm, Mollie Kaiser is responsible for providing advice and guidance to Strategic View Advisors’ clients. She has served on all of the firm’s committees, most recently including the leadership, financial planning and investment committees.
Kaiser has been in the wealth management industry for over 15 years, bringing 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. She has an MBA from Pepperdine University and holds Series 7 and 63 licenses. She is a member of the South Bay Estate Planning Council, Estate Planning and Trust Council of Long Beach, C-Sweet, ProVisors, and the Financial Planning Association.
