Wells Fargo Advisors
199 Avenue of the Stars, ste 2200
Los Angeles , CA 90067
United States
Email: bryanmolinar@gmail.com
Website: http://www.mrosenbach.com
Training: Active Registered Life Planner® more info
Specialties
Bryan Molinar, CFP®, CIMA®, CDFA®, is a Financial Advisor at Rosenbach Private Wealth Management Group and Bryan works alongside Marc to form a multigenerational team. Bryan focuses on investment management, comprehensive financial planning, retirement income management, tax and estate planning, and legacy planning, including working with the next generation to educate and prepare them for the opportunities and responsibilities that come with wealth.
About Bryan Molinar
Outside of Rosenbach Private Wealth Management Group, Bryan enjoys spending time with his family and his community, maintaining an active and healthy lifestyle, and being outdoors. When he is not traversing the Santa Monica Mountains, he is actively involved with the Chabad of Agoura Hills and Chabad of North Ranch. He lives in Oak Park with his wife Samantha, daughter Olivia, and son Jack. CA Insurance License Number: 0M07092. Resident State: CA
Qualifications
Bryan is a member of the Rosenbach Private Wealth Management Group’s Investment Policy Committee (IPC), which develops the team’s overall investment selections and policies. Within the IPC, Bryan is responsible for portfolio manager due diligence, analyzing the current market environment and the behavioral trends of the “conventional” investor. Bryan is a CERTIFIED FINANCIAL PLANNERTM (CFP®) Professional, a specialized designation that he attained after completing UCLA’s Post-Baccalaureate Certificate Program in Personal Financial Planning, as well as a Certified Investment Management Analyst® (CIMA®) Professional, attained after successfully completing Yale School of Management’s Executive Certificate Program in Investment Management Theory and Practice. Bryan has also pursued advanced education in Retirement Income Management and is passionate about working with clients as they transition from growing their wealth to relying on their wealth to fund a desired lifestyle in retirement. Additionally, Bryan is a Certified Divorce Financial Analyst® (CDFA®) Professional, a specialization that focuses on Pre-Divorce Financial Planning, providing a comprehensive analysis that shows the financial effect of proposed settlements, as well as Post-Divorce Transition Assistance. Because each client’s financial situation is unique and often complex, Bryan works closely with the clients, their attorneys, accountants and other professionals to educate, design strategy, and coordinate implementations.