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Liliana N Molina

Professional designations
CFP(R)
Firm or Broker/Dealer name
Spire Wealth Management
States licensed in
McLean
,
Virginia
Areas of expertise
Languages spoken
English
Areas of Expertise
Estate Planning
Investment Management
Retirement/Retirement Income
Wealth Management
Financial Planning
Time Zone
For over 20 years, Lili has provided her clients with the support they need to identify their goals and develop sound plans for their financial future.

She believes your financial well-being and your confidence in your future should measure success. She aims to help clients reach their financial goals through a relationship based on personalized, knowledgeable advice. This focus is designed to help clients reach their goals, giving them greater peace of mind. She assists her clients in maintaining their financial focus so they can achieve the most critical goals for themselves and their families, both now and in the future.

Area of Focus

Financial Planning, Investment Advice, Retirement Planning Strategies, Estate Planning Strategies, Asset Allocation, Employee Stock Options, and Risk Management

Qualifications

MBA, George Washington University
Certificate of Financial Planning, Georgetown University
Institute of CERTIFIED FINANCIAL PLANNER Practitioner
Certified Financial Fiduciary
Life and Health Insurance Licensed
FINRA (formerly NASD) Securities Licensed — 7 Securities License, 63 State License, 65 Registered Investment Advisor