Tony Molina

Tony Molina, CPA has a diverse work experience in the financial industry. Tony started their career as an Internal Audit Intern at RubinBrown LLP in 2009. Tony then worked as an Audit Intern at Deloitte & Touche in 2010. Tony joined BKD CPAs & Advisors in 2011 as a Senior Auditor, specializing in financial services. Tony worked there until 2013, gaining extensive experience in audits.

In 2013, Tony became a Financial Advisor at Wells Fargo Advisors. After a year, they transitioned to Wells Fargo as a Registered Premier Banker II, where they provided comprehensive wealth management solutions for affluent clients. In 2015, Tony joined Crowe Horwath LLP as a Senior Staff Auditor, focusing on audits and consulting services for Registered Investment Advisers.

In 2017, Tony joined Wealthfront as a Client Services specialist, and gradually progressed to become a Product Specialist, Sr. Product Specialist, and finally the Product Specialist Manager. Tony's tenure at Wealthfront lasted until 2021, where they served as a Product Evangelist. Throughout their career, they have shown dedication and expertise in both client services and product management in the financial industry.

Tony Molina, CPA began their education at St. Louis University High School, where they completed their secondary education from 2001 to 2005. Afterward, they attended the University of Missouri-Columbia from 2005 to 2010, earning a Masters of Accountancy degree with a focus on Accounting. In 2011, they obtained the Certified Public Accountant (CPA) certification from the California Board of Accountancy. Tony also holds additional certifications, including the Series 66 and Series 7 certifications from FINRA (Financial Industry Regulatory Authority).