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Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp® Email & Phone Number

Partner - Private Wealth Advisor at Strategic View Advisors
Location: Manhattan Beach, California, United States 9 work roles 6 schools
1 work email found @nm.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Current company
Strategic View Advisors
Role
Partner - Private Wealth Advisor
Location
Manhattan Beach, California, United States
Company size
22 employees

Who is Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp®? Overview

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Quick answer

Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp® is listed as Partner - Private Wealth Advisor at Strategic View Advisors, a with 22 employees, based in Manhattan Beach, California, United States. AeroLeads shows a work email signal at nm.com and a matched LinkedIn profile for Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp®.

Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp® previously worked as Private Wealth Advisor at Strategic View Advisors and Co-Founder and Co-Owner at Hello Officer, Llc. Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp® holds Mba, General Business from Pepperdine Graziadio Business School.

Company email context

Email format at Strategic View Advisors

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*@nm.com
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AeroLeads found 1 current-domain work email signal for Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp®. Compare company email patterns before reaching out.

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Profile bio

About Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp®

Achieve Financial Peace of Mind… This is our mission for all of our clients. There is no product that can make this happen, which is why we put you, rather than your wealth, at the center of our four-step process –ASK: Whereas many advisors start with solutions, our relationship starts with the questions necessary to understand your goals and vision for your future. We take the time to understand what is important to you, and why.ANALYZE: Once we know where you want to go, we get to work figuring out how to help you get there. We perform a detailed analysis of your current financial position and create a plan to help you reach your goals.ENGAGE: Once the strategy is agreed upon, it’s time to execute. Our team guides you through each step of the process to make implementation smooth and comfortable. We are transparent and completely up front about what you can expect from our relationship so there are no surprises.PARTNER: Planning is a life-long process, and our team is committed to working with you every step of the way. We monitor your plan and meet regularly to update and adjust the plan as circumstances change. We hold your hand through volatile markets and challenging personal circumstances, and we celebrate with you as you reach new milestones. Most importantly, we serve as behavioral counselors, helping you to avoid the pitfalls that come from acting on emotion. Our belief is that it is only through an ongoing relationship that we can help you Achieve Financial Peace of Mind.• Series 7 and 63 licensed• CA Life & Health License No 0L34010• Retirement Income Certified Professional® (RICP)• Chartered Life Underwriter® (CLU)• Qualified Plan Financial Consultant (QPFC) • CERTIFIED FINANCIAL PLANNER™ Professional (CFP)

Listed skills include Leadership, Management, Investments, Strategic Planning, and 16 others.

Current workplace

Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp®'s current company

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Strategic View Advisors
Strategic View Advisors
Partner - Private Wealth Advisor
Manhattan Beach, CA, US
Website
strategicviewadvisors.com
Employees
22
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9 roles

Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp® work experience

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

Private Wealth Advisor

Current
Strategic View Advisors

Manhattan Beach, California

Our mission is for those who partner with us to Achieve Financial Peace of Mind™, freeing up their emotional energy to invest in the things they value most.As our clients Achieve Financial Peace of Mind™, they are freed from lingering financial worries, knowing there is a team and plan in place that will continue to successfully guide them and future generations through life’s uncertainties. Our clients spend energy that would otherwise be absorbed in the financial minutia toward more meaningful areas of their lives.By maximizing the talents and passions of our team members for the benefit of our clients, we expand the reach of our organization to an ever‐increasing number of families who place their trust and confidence in us, thereby transforming the communities in which we live. The heart and soul of SVA, our team membersexperience the same personal fulfillment we desire for our clients.

Sep 2016 - Present

Co-Founder And Co-Owner

Hello Officer, Llc

Los Angeles, Ca

Simply the best and easiest online traffic violator school in California!www.helloofficer.com

Oct 2014 - Dec 2018

Assistant Vice President

Credit Suisse

Century City, Ca

Private Banking USA business of CSSU provides brokerage and investment advisory products and services to high net worth individuals and families in order to help them meet their investment and financial goals.

Oct 2012 - Jan 2015

Associate Officer - Senior Private Client Associate

Bernstein Global Wealth Management

Century City, Ca

Managed a team of two Private Client Associates, providing analytical, administrative, and client service support to 4-6 Financial Advisors with approximately $2 billion under management

Jun 2007 - Sep 2012

Mental Health Counselor Ii

S.F.V.C.M.H.C., Inc.

North Hollywood, Ca

• Supervised four case managers and twelve clients while monitoring compliance with program requirements, Health Insurance Portability and Accountability Act (HIPAA), licensing standards and Department of Mental Health (DMH) requirements

Jul 2006 - Jun 2007

Director Of Residential Services

Woodley House, Inc.

Washington D.C. Metro Area

• Directed four residential programs with approximately 100 residents • Managed 4 Program Supervisors and approximately 35 direct care staff to ensure the programs and facilities met licensing standards, Housing and Urban Development (HUD) and DMH contract specifications, HIPAA requirements and the overall mission of the agency

May 2005 - Jun 2006

Lead Clinician

S.F.V.C.M.H.C., Inc.

North Hollywood, Ca

Supervised four case managers and twelve clients to ensure quality and adequacy of services provided, as well as client compliance with program requirements. Provided counseling, skill development, case management and residential support to mentally ill, homeless adults.

Jun 2003 - Apr 2005

Crisis Counselor

Woodley House, Inc

Washington D.C. Metro Area

Regulated the daily functioning of the crisis residential facility, serving up to 8 mentally ill adults in crisis.

Aug 2001 - May 2003
Team & coworkers

Colleagues at Strategic View Advisors

Other employees you can reach at strategicviewadvisors.com. View company contacts for 22 employees →

KC Kenneth Cole, Cfp® Kenneth Cole, Cfp® Colleague at Strategic View AdvisorsRedondo Beach, California, United States View → JH Jeff Hennings, Cfa Jeff Hennings, Cfa Colleague at Strategic View AdvisorsLos Angeles, California, United States View → CH Chris Hall, Clu, Ricp, Cfp Chris Hall, Clu, Ricp, Cfp Colleague at Strategic View AdvisorsLos Angeles, California, United States View → CB Carol Bates, Cfp®, Ricp® Carol Bates, Cfp®, Ricp® Colleague at Strategic View AdvisorsLos Angeles Metropolitan Area, United States View → DC Dan Chory, Cfp® Dan Chory, Cfp® Colleague at Strategic View AdvisorsRedondo Beach, California, United States View → DC Daniel Chow Daniel Chow Colleague at Strategic View AdvisorsLos Angeles Metropolitan Area, United States View → AD Alessandra Dimonda Alessandra Dimonda Colleague at Strategic View AdvisorsLos Angeles Metropolitan Area, United States View → MM Matthew Mac Matthew Mac Colleague at Strategic View AdvisorsLos Angeles Metropolitan Area, United States View →
6 education records

Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp® education

B.A., Psychology

Oral Roberts University

Activities and Societies: Served on 2-month humanitarian trip to northern India; Co-Founded weekly outreach providing food and support.

Certified Financial Planner™ (Cfp®)

Certified Financial Planner Board Of Standards, Inc.

The Certified Financial Planner™(CFP®) certification is one of the most recognized financial planning marks in the world. CFP®.

Qualified Plan Financial Consultant

National Association Of Plan Advisors

Retirement Income Certified Professional® (Ricp®)

The American College Of Financial Services

The purpose of retirement financial planning is to help individuals who are at or near retirement build a plan to ensure they meet their.

Chartered Life Underwriter® (Clu®)

The American College Of Financial Services

The Chartered Life Underwriter® (CLU®) designation has long been recognized as the fundamental and foremost educational credential.

FAQ

Frequently asked questions about Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp®

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

What company does Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp® work for?

Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp® works for Strategic View Advisors.

What is Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp®'s role at Strategic View Advisors?

Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp® is listed as Partner - Private Wealth Advisor at Strategic View Advisors.

What is Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp®'s email address?

AeroLeads has found 1 work email signal at @nm.com for Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp® at Strategic View Advisors.

Where is Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp® based?

Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp® is based in Manhattan Beach, California, United States while working with Strategic View Advisors.

What companies has Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp® worked for?

Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp® has worked for Strategic View Advisors, Hello Officer, Llc, Credit Suisse, Bernstein Global Wealth Management, and S.F.V.C.M.H.C., Inc..

Who are Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp®'s colleagues at Strategic View Advisors?

Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp®'s colleagues at Strategic View Advisors include Kenneth Cole, Cfp®, Jeff Hennings, Cfa, Chris Hall, Clu, Ricp, Cfp, Carol Bates, Cfp®, Ricp®, and Dan Chory, Cfp®.

How can I contact Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp®?

You can use AeroLeads to view verified contact signals for Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp® at Strategic View Advisors, including work email, phone, and LinkedIn data when available.

What schools did Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp® attend?

Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp® holds Mba, General Business from Pepperdine Graziadio Business School.

What skills is Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp® known for?

Mollie Kaiser, Cfp®, Clu®, Qpfc, Ricp® is listed with skills including Leadership, Management, Investments, Strategic Planning, Program Management, Financial Analysis, Analysis, and Microsoft Excel.

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