Anthony A. MolinaRegistered Client Service Associate
Phone: 949.234.2354 About Anthony Anthony has over 10 years experience in the insurance and financial services industry. His main responsibility is the use of Stifel Nicolaus' technology platform to prepare reviews and investment analyses - a vital part of our portfolio reviewing process. In addition, Anthony is responsible for helping clients assess their life, long-term care, and disability insurance needs. Anthony obtained his B.A. in Business Administration with a concentration in Finance from California State University - Fullerton. Prior to joining the Burns Investment Group of Stifel Nicolaus, Anthony worked for a brokerage firm in Newport Beach as an advanced case design specialist in the areas of executive compensation, buy-sell strategies, and risk management strategies for high net-worth clients and business owners. Anthony's interests include traveling with his family, riding his motorcycle, and playing golf, tennis, and basketball. He also participates in various charity events throughout the year and supports the Make-A-Wish Foundation - Orange County Chapter and the Alzheimer's Association. Anthony resides in Aliso Viejo, CA, along with his wife Julie, and his son, Will. What's your favorite book? Seabiscuit: An American Legend by Laura Hillenbrand. Which 3 influential people would you like to have dinner with? Warren Buffett, Steve Jobs, and Richard Branson. What's the one thing you'd like to do but haven't? Live in Paris, France for an extended period of time and travel throughout Europe. Areas of Focus
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30448 Rancho Viejo Road Phone: (866) 886-7593 |
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