We Work Together
We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.
Profile
Fred Molfino, CPWA®
I love golf, especially links golf in places such as the UK and Bandon Dunes in Oregon...beautiful landscapes and breathtaking vistas that leave you not caring about your score! And, you add amazing lasagna and a full-bodied Barolo we might have a perfect day!
Hiking through the Marin Headlands or Tennessee Valley; playing a round of golf with my sons or buddies; enjoying a glass of wine with my wife.
Being taught to swim, as a young boy, by being tossed into the deep end of a swimming pool...even at age 50, the memory lingers!
Norby’s Yogurt on Belden Place in SF Financial District circa 1988
The Chinese use two brush strokes to write the word ‘crisis’. One brush stroke stands for danger; the other for opportunity. In a crisis, be aware of the danger, but recognize the opportunity’ – John F. Kennedy
About Fred
- Objective: Fred’s mission is to connect a client’s financial world with their end goal of living a fulfilling and impactful life. Placing a client’s unique life story at the center of the planning conversation, Fred uses his resources and expertise, to craft a financial plan that align a client’s means with their objectives.
- Snapshot: Fred’s professional career in financial services and wealth management spans nearly three decades. His path has gone from boutique investment banks to working with bulge-bracket Wall Street firms to co-founding an independent RIA firm. He has had hands-on experience in all aspects of the wealth management business!
Experience
- Co-Founder, Three Bridge Wealth Advisors, Portola Valley, CA SVP, Morgan Stanley Smith Barney, Menlo Park, CA
- Principal, Robertson Stephens & Co, San Francisco, CA
Education
- Boston College, BA – Economics, Philosophy
- Chartered Private Wealth Advisor – Investment Management Consultants Association
Affiliations & Boards
- Board Member, Pomeroy Recreation & Rehabilitation Center, San Francisco, CA Development Coach, All Stars Project, San Francisco, CA
- Former Board Member, Chinese American International School, San Francisco, CA
