Jacob Molina, CFP^®

CPA

Principal

Styra Wealth Management

3045 W Straight Arrow Ln
Phoenix, AZ 85083-5905

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Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

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Styra Wealth Management

General

Jacob Molina is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Styra Wealth Management in Phoenix, AZ and the surrounding communities.

Financial Advisor Overview

Jacob Molina, CPA, CFP®, is an independent, fee-only fiduciary and the founder of Styra Wealth Management in Phoenix, Arizona, serving clients throughout the United States. He works with people who are within about five years of retirement or already moving into it, and the engagement is an ongoing advisory relationship rather than a one-time financial plan. The firm's core competencies include retirement income planning, withdrawal sequencing, tax planning and strategy, individual tax preparation, investment management, asset location, Social Security claiming, equity compensation, and estate and beneficiary review. Planning and tax work are handled by the same practitioner, so every planning decision is modeled against the tax return it will land on.

Financial Advisor Experience

Jacob Molina is the founder of Styra Wealth Management, a fee-only registered investment advisor in Phoenix, Arizona. He is a Certified Public Accountant and a CFP® professional, and he holds a Master of Taxation and Data Analytics from the W.P. Carey School of Business at Arizona State University. He provides retirement income planning, tax planning, tax preparation, and investment management.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
Certified Public Accountant (CPA)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Personal Taxes