Los Angeles Business Journal names Shanelle Sua, head of the SVA CARES committee, to its list of Leaders of Influence: Nonprofit & Philanthropy (2024)
Forbes names Strategic View Advisors to its list of Best-In-State Wealth Management Teams (2025, 2024)
Forbes names Strategic View Advisors CEO Edward Moyzes to its list of Best-in-State Wealth Advisors (2024, 2023, 2022)
Forbes names Strategic View Advisors CEO Edward Moyzes to its list of Best-In-State Top Financial Security Professionals (2024, 2023, 2022)
Southbay Magazine names Strategic View Advisors Private Wealth Advisor Mollie Kaiser (2024, 2023) and Carol Bates (2024) to its list of Women in Business
Southbay Magazine names Strategic View Advisors Among most Trusted Advisors in Manhattan Beach (2024, 2023, 2022, 2021, 2020)
Los Angeles Times Brand Publishing Magazine names Private Wealth Advisor Carol Bates (2024) and Mollie Kaiser (2023, 2022, 2021) to its list of Inspirational Women
Forbes Best-In-State Wealth Management Teams (January 2025, January 2024), Research & ranking provided by SHOOK ® Research, LLC – Based upon data as of March 31st of preceding year. Forbes Best-In-State Top Financial Security Professionals list (July 2024, 2023, 2022), based upon data as of December 31st of the preceding year. Research and ranking provided by SHOOK Research. Forbes "Best-In-State Wealth Advisors" list (April 2024, 2023, 2022), research and ranking provided by SHOOK Research, llc. Based upon data as of June 30th of preceding year. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
L.A. Business Journal - 2019-2024 Leaders of Influence: Wealth Managers. Those selected for inclusion were reviewed by the editorial department and chosen based on a demonstration of impact made on the profession and on the Los Angeles community. No compensation is provided to be eligible.
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- Wealth Management and Estate Planning Roundtable (2021)
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