David Molnar, Cfp®

David Molnar, Cfp® Email and Phone Number

Private Wealth Advisor and Partner, Managing Director at Crest Capital Advisors @ Crest Capital Advisors
san diego, california, united states
David Molnar, Cfp®'s Location
San Diego County, California, United States, United States
David Molnar, Cfp®'s Contact Details
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.”

David Molnar, Cfp®'s Current Company Details
Crest Capital Advisors

Crest Capital Advisors

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Private Wealth Advisor and Partner, Managing Director at Crest Capital Advisors
san diego, california, united states
Website:
crestcapadv.com
Employees:
6
David Molnar, Cfp® Work Experience Details
  • Crest Capital Advisors
    Private Wealth Advisor And Partner, Managing Director
    Crest Capital Advisors Jun 2012 - Present
    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
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  • Ubs Financial Services, Inc
    First Vice President - Investments
    Ubs Financial Services, Inc Feb 2007 - Jun 2012
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  • Morgan Stanley Smith Barney
    Vice President - Investments
    Morgan Stanley Smith Barney Jul 1993 - Feb 2007
    View

David Molnar, Cfp® Skills

Investments Wealth Management Asset Allocation Portfolio Management Series 7 Investment Management Retirement Planning Securities Venture Capital Investment Advisory Alternative Investments Wealth Management Services

David Molnar, Cfp® Education Details

Frequently Asked Questions about David Molnar, Cfp®

What company does David Molnar, Cfp® work for?

David Molnar, Cfp® works for Crest Capital Advisors

What is David Molnar, Cfp®'s role at the current company?

David Molnar, Cfp®'s current role is Private Wealth Advisor and Partner, Managing Director at Crest Capital Advisors.

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

David Molnar, Cfp®'s email address is dm****@****ors.com

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

David Molnar, Cfp®'s direct phone number is +197385*****

What schools did David Molnar, Cfp® attend?

David Molnar, Cfp® attended University Of California, San Diego.

What are some of David Molnar, Cfp®'s interests?

David Molnar, Cfp® has interest in Golf, Coaching Youth Baseball And Soccer, Running.

What skills is David Molnar, Cfp® known for?

David Molnar, Cfp® has skills like Investments, Wealth Management, Asset Allocation, Portfolio Management, Series 7, Investment Management, Retirement Planning, Securities, Venture Capital, Investment Advisory, Alternative Investments, Wealth Management Services.

Who are David Molnar, Cfp®'s colleagues?

David Molnar, Cfp®'s colleagues are Catie Morici, Monica M., Mandar Narvekar, Drew Nordlicht, Cepa, Diego Valverde, Amber Camargo, Stephanie Bryan.

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