Mollie Kaiser

Private Wealth Advisor
Strategic View Advisors
ASSET/INVESTMENT MANAGEMENT

Mollie Kaiser is a private wealth advisor at Strategic View Advisors, where she provides expert guidance to clients and contributes to the firm’s broader strategy through her work on the financial planning and investment committees. With over 15 years of experience in wealth management, including roles at Bernstein Global Wealth Management and Credit Suisse, she brings a wealth of knowledge to her advising, planning and investment management work. Kaiser holds an M.B.A. from Pepperdine University and several professional certifications, including CERTIFIED FINANCIAL PLANNER™ and Chartered Life Underwriter (CLU®). She is passionate about client education, treating each client like family and is actively involved in community organizations such as Housing Works and the Alzheimer’s Association through SVA’s philanthropic arm, SVA C.A.R.E.S.