Strategic View Advisors

Highlights

  • Financial Planning
  • Investment Planning
  • Retirement Income Planning
  • Estate Planning

Mollie Kaiser, CFP®, MBA, CLU®, RICP®, CDFA®, began her career in social work after earning a degree in psychology from Pepperdine University. After six years in the field, she made the leap into financial services and earned her MBA. Today she is a partner and private wealth advisor with Strategic View Advisors, where she helps shape the team’s comprehensive approach to financial planning. Strategic View Advisors is a financial planning team that operates under the umbrella of the Northwestern Mutual Private Client Group. Northwestern Mutual has been in business for the past 169 years.

In what ways do you stand out in your market?

The depth of our planning. We bring different areas of a client’s financial life together through one team, pairing sophisticated advice with a highly personal experience. The result is guidance that’s informed by the full picture, not just one piece of it.

How does authenticity play into your business model?

Our mission is to partner with clients to Achieve Financial Peace of Mind™. That starts with understanding the person behind the plan. The better we understand a client’s goals, values and priorities, the better positioned we are to provide advice that supports what matters most to them.

What can we each do to support other women in business?

Turn support into action. Make the introduction, recommend her for the opportunity, give her credit and advocate for her when she isn’t in the room.

What inspired you to pursue a career in the financial services industry?

Mollie Kaiser: There is no single path into financial services, and the women of Strategic View Advisors are a reflection of that. I started my career in social work before finding my way to financial planning. Starting over in a new industry taught me the value of staying curious, building expertise and being intentional about the career you want to create. My advice to women starting out is not to be afraid of a nonlinear path. It can become one of your greatest strengths.

Who opened a door for you professionally that made a huge impact, and who are you now helping?

Shanelle Sua: I’m committed to helping the next generation of women pursue careers in financial services by partnering with student organizations like USC Smart Women Securities.
Kristi Toyota: My mom has been my biggest advocate, showing me through her example the determination it takes to build a career. Following her example, I strive to help others grow and succeed.
Haley Moltyaner: For me, that person is right here on our team. Natalie Rutledge trusted me with opportunities to grow early in my career, and I hope to pay that forward for the women who come next.

How do you attract and retain the brightest minds to be on your team?

Give talented people meaningful work, surround them with people they can learn from and create room for them to grow. Some of the strongest careers at SVA have evolved as people developed new expertise and took on greater responsibility.

Speak about the importance of community and how it’s impacted your business journey.

Giving back is an important part of who we are. Through SVA CARES, led by Shanelle Sua, our team dedicates time throughout the year to causes that matter to us. It strengthens our connection to the South Bay and gives us another way to invest in the community we call home.

When people tell the story of your business years from now, what do you hope they’ll say?

That we built relationships that lasted. Through changing markets and different stages of life, we helped clients make important decisions with confidence and ultimately Achieve Financial Peace of Mind™.

Disclaimer: Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Members of Strategic View Advisors use Strategic View Advisors as a marketing name for doing business as representatives of Northwestern Mutual. Strategic View Advisors is not a registered investment adviser, broker-dealer, insurance agency, or federal savings bank. Northwestern Mutual Private Client Group is a select group of Northwestern Mutual advisors and representatives. Northwestern Mutual Private Client Group is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank or other legal entity. To view detailed disclosures regarding individual representatives, view their information at strategicviewadvisors.com.

Photographed by Fabien & Laura Castro