David Molnar, Cfp®
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David Molnar, Cfp® Email & Phone Number

Private Wealth Advisor and Partner, Managing Director at Crest Capital Advisors at Crest Capital Advisors
Location: San Diego County, California, United States 3 work roles 1 school
2 work emails found @crestcapadv.com 7 phones found area 973, 858, 312, and 631 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 7 phones

Work email c****@crestcapadv.com
Direct phone (973) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Crest Capital Advisors
Role
Private Wealth Advisor and Partner, Managing Director at Crest Capital Advisors
Location
San Diego County, California, United States
Company size
6 employees

Who is David Molnar, Cfp®? Overview

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Quick answer

David Molnar, Cfp® is listed as Private Wealth Advisor and Partner, Managing Director at Crest Capital Advisors at Crest Capital Advisors, a with 6 employees, based in San Diego County, California, United States. AeroLeads shows a work email signal at crestcapadv.com, phone signal with area code 973, 858, 312, 631, and a matched LinkedIn profile for David Molnar, Cfp®.

David Molnar, Cfp® previously worked as Private Wealth Advisor and Partner, Managing Director at Crest Capital Advisors and First Vice President - Investments at Ubs Financial Services, Inc. David Molnar, Cfp® holds Quantitative Economics And Decision Sciences from University Of California, San Diego.

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Email format at Crest Capital Advisors

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*@crestcapadv.com
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AeroLeads found 2 current-domain work email signals for David Molnar, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About David Molnar, Cfp®

David Molnar is a Managing Director and Partner at Crest Capital Advisors. At Hightower, David co-manages the San Diego practice helping to ensure a high quality client experience for all of the team’s valued clients. He is directly responsible for coordinating the team’s efforts in delivering comprehensive financial planning services and personalized investment management solutions. His ability to take ownership of each client’s unique goals and objectives, and deliver transparent advice in their best interest, has made him a highly sought-after financial advisor. Mr. Molnar was named a top 300 Financial Advisor by Financial Times in 2016 and 2017. In 2018, he was named a Forbes 'Best-in-State' Wealth Advisor and a Barron's Top 1,200 Advisor. David has spent the last 23 years working in finance, and co-founded Hightower San Diego in 2012. In addition to holding a bachelor’s degree in Quantitative Economics and Decision Sciences from the University of California, San Diego, David is also an Accredited Investment Fiduciary (AIF®) and a CERTIFIED FINANCIAL PLANNER®. Dave is committed to providing objective and comprehensive advice as well as developing strategies based solely on our client’s needs. A dynamic speaker, David is a regular contributor to CNBC and has been quoted in many of the top financial industry publications including The Wall Street Journal, Bloomberg News, The New York Times, Reuters, & TheStreet.com among others. David enjoys working in finance because he finds it rewarding to serve others and see his clients’ goals accomplished. He says that he enjoys being part of the Hightower team in particular because he “gets the best of both worlds, the freedom and autonomy to serve my clients’ best interests with the institutional support that frees me up to focus on our client’s needs.”

Listed skills include Investments, Wealth Management, Asset Allocation, Portfolio Management, and 8 others.

Current workplace

David Molnar, Cfp®'s current company

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Crest Capital Advisors
Crest Capital Advisors
Private Wealth Advisor and Partner, Managing Director at Crest Capital Advisors
san diego, california, united states
Website
crestcapadv.com
Employees
6
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Company profile
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3 roles

David Molnar, Cfp® work experience

A career timeline built from the work history available for this profile.

Private Wealth Advisor And Partner, Managing Director

Current
Crest Capital Advisors

Crest Capital Advisors provides strategic insight, investment advice, and a breadth of planning and advisory services to our high net worth and institutional client base. Our team combines investment and industry experience, expertise in financial markets, and rigorous analysis with the extensive resources of Hightower to help our clients prioritize objectives, identify investment opportunities, and realize their goals. As independent fiduciaries, we have a legal obligation to avoid conflicts of interest and act solely in the best of interest of our clients.Specialties- Personal Financial Planning- Investment Consulting / Asset Management- Asset Allocation & Portfolio Construction Strategy- Tax Minimization / Optimization- Solutions for Corporate Executives & Business Owners- 10b5-1 Sales Plans for Executives of Public Companies- Family Office Services- Wealth Transfer & Incoming Planning- Philanthropic Giving Assistance- Risk Management- Private Banking and Lending Services

Jun 2012 - Present
Team & coworkers

Colleagues at Crest Capital Advisors

Other employees you can reach at crestcapadv.com. View company contacts for 6 employees →

AC Amber Camargo Amber Camargo Colleague at Crest Capital AdvisorsSan Diego, California, United States View → DN Drew Nordlicht, Cepa Drew Nordlicht, Cepa Colleague at Crest Capital AdvisorsSan Diego, California, United States View → DV Diego Valverde Diego Valverde Colleague at Crest Capital AdvisorsSan Diego, California, United States View → MN Mandar Narvekar Mandar Narvekar Colleague at Crest Capital AdvisorsMaharashtra, India View → MM Monica M. Monica M. Colleague at Crest Capital AdvisorsSan Diego, California, United States View → CM Catie Morici Catie Morici Colleague at Crest Capital AdvisorsSan Diego, California, United States View → SB Stephanie Bryan Stephanie Bryan Colleague at Crest Capital AdvisorsSan Diego County, California, United States View →
1 education record

David Molnar, Cfp® education

FAQ

Frequently asked questions about David Molnar, Cfp®

Quick answers generated from the profile data available on this page.

What company does David Molnar, Cfp® work for?

David Molnar, Cfp® works for Crest Capital Advisors.

What is David Molnar, Cfp®'s role at Crest Capital Advisors?

David Molnar, Cfp® is listed as Private Wealth Advisor and Partner, Managing Director at Crest Capital Advisors at Crest Capital Advisors.

What is David Molnar, Cfp®'s email address?

AeroLeads has found 2 work email signals at @crestcapadv.com for David Molnar, Cfp® at Crest Capital Advisors.

What is David Molnar, Cfp®'s phone number?

AeroLeads has found 7 phone signal(s) with area code 973, 858, 312, 631 for David Molnar, Cfp® at Crest Capital Advisors.

Where is David Molnar, Cfp® based?

David Molnar, Cfp® is based in San Diego County, California, United States while working with Crest Capital Advisors.

What companies has David Molnar, Cfp® worked for?

David Molnar, Cfp® has worked for Crest Capital Advisors, Ubs Financial Services, Inc, and Morgan Stanley Smith Barney.

Who are David Molnar, Cfp®'s colleagues at Crest Capital Advisors?

David Molnar, Cfp®'s colleagues at Crest Capital Advisors include Amber Camargo, Drew Nordlicht, Cepa, Diego Valverde, Mandar Narvekar, and Monica M..

How can I contact David Molnar, Cfp®?

You can use AeroLeads to view verified contact signals for David Molnar, Cfp® at Crest Capital Advisors, including work email, phone, and LinkedIn data when available.

What schools did David Molnar, Cfp® attend?

David Molnar, Cfp® holds Quantitative Economics And Decision Sciences from University Of California, San Diego.

What skills is David Molnar, Cfp® known for?

David Molnar, Cfp® is listed with skills including Investments, Wealth Management, Asset Allocation, Portfolio Management, Series 7, Investment Management, Retirement Planning, and Securities.

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