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Los Angeles Business Journal - Leaders of Influence Wealth Managers

Los Angeles Business Journal names Strategic View Advisors Private Wealth Advisor Mollie Kaiser to its list of Leaders of Influence: Wealth Managers (2024)

Los Angeles Times B2B Publishing

Los Angeles Times Brand Publishing Magazine names Strategic View Advisors Private Wealth Advisor Mollie Kaiser to its list of Banking and Finance Visionaries (2024)

Forbes Best-In-State Wealth Management Teams 2024

Forbes names Strategic View Advisors to its list of Best-In-State Wealth Management Team (2024)

forbes-best-in-state-wealth-advisors

Forbes names Strategic View Advisors CEO Edward Moyzes to its list of Best-in-State Wealth Advisors (2022, 2023)

Forbes Best In State 2022

Forbes names Strategic View Advisors CEO Edward Moyzes to its list of Best-In-State Top Financial Security Professionals (2023, 2022)

KCAL News

Northwestern Mutual’s recent study revealed that most American’s are underestimating their lifespan by nearly two decades affecting long-term financial and retirement planning. Strategic View Advisors CEO Edward Moyzes had the privilege to talk with CBS News Los Angeles about what this new data means and how it may shift many retirement plans. To learn more, watch the full segment here.

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Southbay Magazine names Strategic View Advisors Private Wealth Advisor Mollie Kaiser to its list of Women in Business (2023)

CPA Journal

Strategic View Advisors CEO Edward Moyzes and Head of Strategy Chris Hall published in The CPA Journal for their article on “Why CPAs Often Misfire in Personal Financial Planning.”

Labj Women Of Influence Finance

Los Angeles Business Journal names Strategic View Advisors Private Wealth Advisor Mollie Kaiser to its list of Women of Influence: Finance (2023, 2022)

LABJ 2023

Los Angeles Business Journal names Strategic View Advisors Private Wealth Advisor Mollie Kaiser to its list of Women to Watch (2023, 2022)

LA Times B2B Publishing

Los Angeles Times Brand Publishing Magazine names Strategic View Advisors CEO Edward Moyzes to its list of Banking and Finance Visionaries (2023, 2022, 2021)

Southbay Most Trusted Advisors

Southbay Magazine names Strategic View Advisors Among most Trusted Advisors in Manhattan Beach (2023, 2022, 2021, 2020)

Leaders Of Influence Wealth Managers

Los Angeles Business Journal names Strategic View Advisors CEO Edward Moyzes to its list of Leaders of Influence: Wealth Managers (2023, 2022, 2021, 2020, 2019)

Investors Business

Strategic View Advisors Head of Strategy Chris Hall published in Investors Business Daily in an article titled How Advisors Retain Top Employees Everyone Else Wants To Hire (2022)

Los Angeles Business Journal Thriving In Their 40s

Los Angeles Business Journal names Mollie Kaiser (2022) and Edward Moyzes (2021, 2020, 2019) to its Thriving in Their 40s list

 

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Los Angeles Times Brand Publishing Magazine names Private Wealth Advisor Mollie Kaiser to its list of Inspirational Women Awards nominees (2021, 2022, 2023)

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Los Angeles Times Brand Publishing magazine Features Strategic View Advisors CEO Edward Moyzes in its Wealth Management and Estate Planning Roundtable (2021)

USNEWS

Strategic View Advisors CEO Ed Moyzes quoted in U.S. News and World Report in an article titled, “Top 5 Donation Sites and How to Budget for Charitable Giving” (2022)

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Strategic View Advisors CEO Edward Moyzes published in Advisor News for bylined article on “Retirement: It’s About The Journey, Not The Destination” (2021)

Money_Look_Beyond

Strategic View Advisors CEO Edward Moyzes quoted in Money article on “Why Investors Need to Look Beyond the S&P 500" (2021)

Forbes Best-In-State Wealth Management Teams (January 2024), Research & ranking provided by SHOOK ® Research, LLC – Data as of 3/31/2023.

Forbes Best-In-State Top Financial Security Professionals list (July 2023), 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 2023), research and ranking provided by SHOOK Research, llc. Based upon data as of 6/30/2022. 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 - 2023 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.