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Thursday, Jun 13, 2024

Leaders of Influence: Wealth Managers 2023 – Edward Moyzes

Custom Content by the Los Angeles Business Journal

Strategic View Advisors

Originally a solo financial advisor, Ed Moyzes was a leader among his peers from day one, finishing first in the country among new advisors during three of his first four years. As his practice grew, he saw an opportunity to expand his impact beyond his own ability to meet with clients, and over the last five years, his team – Strategic View Advisors – has more than doubled from five to thirteen team members, including eight certified financial planners.

As Moyzes built his business, he saw that most advisors focus on products and sales instead of people and advice. Believing that there is a better way to partner with clients, Strategic View Advisors coalesced around a simple idea: “achieve financial peace of mind.” With this focus, Strategic View Advisors retained over 98% of their clients in 2022 despite having nearly tripled in size over a five-year period.

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