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@crestcapadv.com
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7 phones found area 973, 858, 312, and 631
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LinkedIn matched
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David Molnar, Cfp® is listed as Private Wealth Advisor and Partner, Managing Director at Crest Capital Advisors at Crest Capital Advisors, a company 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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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.
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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.
Other employees you can reach at crestcapadv.com. View company contacts for 6 employees →
Catie Morici
Colleague at Crest Capital Advisors
San Diego, California, United States, United States
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Drew Nordlicht, Cepa
Colleague at Crest Capital Advisors
San Diego, California, United States, United States
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MM
Monica M.
Colleague at Crest Capital Advisors
San Diego, California, United States, United States
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SB
Stephanie Bryan
Colleague at Crest Capital Advisors
San Diego County, California, United States, United States
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MN
Mandar Narvekar
Colleague at Crest Capital Advisors
Maharashtra, India, India
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DV
Diego Valverde
Colleague at Crest Capital Advisors
San Diego, California, United States, United States
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AC
Amber Camargo
Colleague at Crest Capital Advisors
San Diego, California, United States, United States
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Quick answers generated from the profile data available on this page.
David Molnar, Cfp® works for Crest Capital Advisors.
David Molnar, Cfp® is listed as Private Wealth Advisor and Partner, Managing Director at Crest Capital Advisors at Crest Capital Advisors.
AeroLeads has found 2 work email signals at @crestcapadv.com for David Molnar, Cfp® at Crest Capital Advisors.
AeroLeads has found 7 phone signal(s) with area code 973, 858, 312, 631 for David Molnar, Cfp® at Crest Capital Advisors.
David Molnar, Cfp® is based in San Diego County, California, United States while working with Crest Capital Advisors.
David Molnar, Cfp® has worked for Crest Capital Advisors, Ubs Financial Services, Inc, and Morgan Stanley Smith Barney.
David Molnar, Cfp®'s colleagues at Crest Capital Advisors include Catie Morici, Drew Nordlicht, Cepa, Monica M., Stephanie Bryan, and Mandar Narvekar.
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.
David Molnar, Cfp® holds Quantitative Economics And Decision Sciences from University Of California, San Diego.
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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