Our Firm

Glenda Molina, CFP®

Client Operations Specialist, Philanthropic Planner

Glenda radiates positivity and has a heart for the growth and well-being of people and the community. Through her love for seeing people succeed, she is driven to connect the right people with the right resources and make magic happen.

Glenda is a Certified Financial Planner™ and works closely with our family of clients. She plays a key role in onboarding new clients, providing advanced operational support, and leading the firm’s custodian relationships. With Glenda’s oversight, you can rest assured requests will get responses and concerns will be addressed.

With her wealth of knowledge on a vast array of charitable organizations, she has been instrumental in honing our charitable giving and philanthropic planning program. She finds the greatest joy guiding clients along their personal giving journey and her contagious enthusiasm ensures each client’s experience is as exciting as it is fulfilling.

Glenda graduated from Texas State University with a Bachelor of Business Administration in Finance and is a Terry Scholar Alumni. She loves traveling, exploring new places and experiencing new adventures. She feels that Austin is the perfect place to be and can’t get enough of Austin’s live music, Barton Springs and festivals galore.

Professional Involvement

  • Certified Financial Planner™ professional
  • Member, Young Hispanic Professional Association of Austin
  • Series 66 license

Community Passions