Does Your Finance Situation Deserve Our Help?

Does Your Finance Situation Deserve Our Help?

Whether you’re a first-time investor, reimagining your retirement, or anything in between, you might need a financial professional by your side. It’s our mission to coordinate all aspects of your financial picture to get you guidance and insights.

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One-size-fits-all financial blueprints? Not here.

One-size-fits-all financial blueprints? Not here.

Your goals are important. Regardless of your age or background, we believe people can live better lives with smart financial education and knowledge. We work closely with clients to match strategy to individual needs for every walk of life.

Who We Are

Who We Serve

Helping investors from every background

Families

Families

Plan for every phase of life

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Small Business Owners

Small Business Owners

Supporting small businesses

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Working Professionals

Working Professionals

Make your money work for you

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Women

Women

Understanding your unique needs

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How can we help?

We understand that not everyone’s financial situation looks the same. That’s why we offer a complimentary introductory call to see how we can help you meet your goals. A short call is all you need to get started.

Schedule a Meeting

Your Money. Our Know How.

When was the last time you sat down and had an eye-opening conversation about your money, life, and goals? If it’s been a while, it may be time for some advice from a trusted source.

Regardless of your stage in life, we can help you with your financial planning. Our education, experience, technology, and communication skills have enabled us to help many clients through their financial journeys.

Financial Advice

Goal-setting, cash flow, and risk management

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Debt Management

Keep your money working for you

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Retirement

Make a plan and keep it on track

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Tax Strategies

Finding tax solutions & proactive tax planning


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As Simple As 1, 2, 3

STEP

1

Gather

The more we know about you, your finances, and your goals, the better we can help.

STEP

2

Plan

We’ll provide an amazing experience and a financial strategy that works with your lifestyle.

STEP

3

Take Action

A Financial Plan is only information unless it is implemented. We will be by your side for every part of the journey.

Start your financial journey today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

David Molano

David Edward Molano, MBA

Financial Planner

559-348-7038

david@molanowealth.com

David is passionate about helping individuals and families plan for their future and pursue their financial goals with confidence. Since 2009, he has been providing clients with guidance on budgeting, insurance protection, employee...
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James Payne

James Payne

Financial Advisor

(559) 723-6494

james@molanowealth.com

I’m an Investment Adviser with Molano Wealth Management, where I work with younger and middle-aged professionals who have achieved financial success early and want to turn that momentum into long-term wealth. With a background in...

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Kate Molano

Kate Molano, MS

Meeting Specialist

559-348-7038

kate@molanowealth.com

Our Pricing


Monthly Subscription


$499 first month

$189 per month


Ongoing Financial Guidance

Asset under management is optional


Asset Under Management


.90% - 1% of total assets

 

Financial Planning

&

Investment Management

Financial Education

Learn and Grow. Participate in our free financial seminars and webinars. Molano Wealth offers seminars and webinars on a variety of topics, including financial planning, retirement planning, tax planning, investments, insurance,  and more.

 

Seminar & Workshop

Seminar & Workshop

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Webinar

Webinar

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Brown Bag Meeting

Brown Bag Meeting

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Let’s talk.

We’d love to learn more about you and your financial goals. Our form is the best way to schedule a complimentary introductory call.

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