David Molano Email & Phone Number
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David Molano Location
- Visalia, CA, US
David Molano Work
- Financial Planner @ Molano Wealth Management (March 2023 - Present)
- Life and Healthcare Insurance Advisor @ Molano Insurance Services (January 2009 - Present)
- Tax Preparer @ (February 2025 - April 2025)
- Tax Preparer @ (January 2023 - April 2024)
- District General Agent at Colonial Life and Molano Insurance and Financial Services @ Colonial Life (January 2018 - March 2019)
- Life Insurance Specialist @ OneAmerica Financial Partners, Inc. (January 2016 - February 2018)
- Career Agent @ United Healthcare Medicare Solutions (September 2010 - September 2015)
David Molano Education
- Indiana Wesleyan University
Master of Business Administration - MBA (Financial Planning and Services)
2020-2022 - California State University, Bakersfield
B.S. (Business Administration)
1992-1997 - The American College of Financial Services
Financial Planning and Services
2017
David Molano Skills
- Accident Insurance
- Agent Recruitment
- Annuities
- Asset Protection
- Budget Management
- Business Continuity Planning
- Business Owner Planning
- Business income Protection
- Buy-sell Agreements
- Commercial Insurance
- Customer Service
- Dental Insurance
- Digital Asset Management
- Disability Benefits
- Disability Insurance
- Employee Benefits
- Employee Benefits Design
- Employment Practices Liability
- Executive Compensation Planning
- Financial Planning
- Fixed Annuities
- HR Consulting
- Health Care Planning
- Health Care Plans
- Health Insurance
- Healthcare Consulting
- Holistic Financial Planning
- Income Protection
- Indexed Annuities
- Insurance
- Insurance Planning
- Investment Advisory Services
- Life Insurance
- Life Insurance Consultant
- Long-Term Care Planning
- Mutual Funds
- Personal Budgeting
- Property & Casualty Insurance
- Retirement Planning
- Retirement Protection
- Risk Assessment
- Risk Management
- SWOT analysis
- Succession Planning
- Tax
- Tax Planning
- Tax Preparation
- Tax Software
- Term Life Insurance
- Training
- Umbrella Insurance
- Universal Life
- Video Conferencing
- Vision Insurance
- Voluntary Employee Benefits
- Whole Life Insurance
- Workers Compensation
David Molano Summary
- David Molano, based in Visalia, CA, US, is currently a Financial Planner at Molano Wealth Management. David Molano brings experience from previous roles at Molano Insurance Services, Marlene S Romanazzi, CPA, H&R Block and Colonial Life. David Molano holds a 2020 - 2022 Master of Business Administration - MBA in Financial Planning and Services @ Indiana Wesleyan University. With a robust skill set that includes Accident Insurance, Agent Recruitment, Annuities, Asset Protection, Budget Management and more. David Molano has 3 emails and 5 mobile phone numbers on RocketReach.
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