Mollie Privett, CFP®, CDFA®

Wealth Advisor

San Diego, California

Contact Mollie

Mollie loves helping people get the most life out of their wealth through comprehensive financial planning with emphasis on investment management, retirement, tax, estate, and insurance planning.
Mollie joined EP Wealth Advisors with a decade of experience in the financial services industry. Previously, she served as a Wealth Advisor at a large Registered Investment Advisor (RIA) where she serviced clients through creating financial plans and implementing personalized wealth and investment management solutions. Mollie has a passion for providing clients with clarity and confidence in their own unique financial picture. She loves to listen to people's greatest dreams and aspirations and help them reach their goals, while she also makes it her mission to be there to provide guidance and comfort through life's unforeseen phases. It's her purpose to assist others and strives to make their days a little brighter.
Mollie holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and Certified Divorce Financial Analyst® (CDFA®) designation and earned her Bachelor of Business Administration – Management from California State University Long Beach.
A Mission Hills resident and Coronado native, Mollie loves being with family and friends and making meaningful memories. She’s a nature lover who can’t start her day without a long morning walk, and she enjoys expressing her creativity through fashion and writing poetry!