Bryan Molinar, Mba, Cfp®, Cima®, Cepa®

Bryan Molinar, Mba, Cfp®, Cima®, Cepa® Email and Phone Number

Partner, Wealth Advisor at Atlas Legacy Advisors, LLC @ Atlas Legacy Advisors
Bryan Molinar, Mba, Cfp®, Cima®, Cepa®'s Location
Los Angeles Metropolitan Area, United States, United States
Bryan Molinar, Mba, Cfp®, Cima®, Cepa®'s Contact Details

Bryan Molinar, Mba, Cfp®, Cima®, Cepa® work email

Bryan Molinar, Mba, Cfp®, Cima®, Cepa® personal email

n/a
About Bryan Molinar, Mba, Cfp®, Cima®, Cepa®

As a Financial Advisor, I am dedicated to serving the interests of a select group of business owners, professionals, and families.I work on a multi-generational private wealth management team in Century City, CA that is able to seamlessly deploy transparent, efficient, and objective solutions that are custom tailored to each individual and family that we serve.Our mission is to help our clients identify, achieve and maintain a desired lifestyle over time. Through comprehensive investment planning, my job is to develop strategies designed to help you accumulate, manage, preserve, transfer and, most importantly, enjoy your wealth.*Please contact me by e-mail bryan@atlaslegacy.com or by phone 310-707-1275. *The use of the CDFA® designation does not allow us to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field. This information is intended for use by residents of AZ, CA, FL, IL, MA, NJ, NV, NY, OH, OR, PA, SC, TX, VT, and WA only.

Bryan Molinar, Mba, Cfp®, Cima®, Cepa®'s Current Company Details
Atlas Legacy Advisors

Atlas Legacy Advisors

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Partner, Wealth Advisor at Atlas Legacy Advisors, LLC
Bryan Molinar, Mba, Cfp®, Cima®, Cepa® Work Experience Details
  • Atlas Legacy Advisors
    Partner, Wealth Advisor
    Atlas Legacy Advisors Jun 2024 - Present
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Jun 2019 - Jun 2024
    St. Louis, Missouri, Us
  • Ubs
    Financial Advisor
    Ubs Sep 2017 - Jun 2019
    Zurich, Ch
  • Ubs
    Registered Client Service Associate
    Ubs Sep 2015 - Sep 2017
    Zurich, Ch

Bryan Molinar, Mba, Cfp®, Cima®, Cepa® Education Details

  • California Lutheran University
    California Lutheran University
    Financial Planning
  • Ucla
    Ucla
    Post-Baccalaureate Certificate In Personal Financial Planning
  • California State University, Northridge
    California State University, Northridge
    B.S. Finance

Frequently Asked Questions about Bryan Molinar, Mba, Cfp®, Cima®, Cepa®

What company does Bryan Molinar, Mba, Cfp®, Cima®, Cepa® work for?

Bryan Molinar, Mba, Cfp®, Cima®, Cepa® works for Atlas Legacy Advisors

What is Bryan Molinar, Mba, Cfp®, Cima®, Cepa®'s role at the current company?

Bryan Molinar, Mba, Cfp®, Cima®, Cepa®'s current role is Partner, Wealth Advisor at Atlas Legacy Advisors, LLC.

What is Bryan Molinar, Mba, Cfp®, Cima®, Cepa®'s email address?

Bryan Molinar, Mba, Cfp®, Cima®, Cepa®'s email address is br****@****ors.com

What schools did Bryan Molinar, Mba, Cfp®, Cima®, Cepa® attend?

Bryan Molinar, Mba, Cfp®, Cima®, Cepa® attended California Lutheran University, Ucla, California State University, Northridge.

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