Strategic View Advisors Team

 

Edward Moyzes , MAcc, CLU®, RICP®, CFP®

CEO

Office 213-243-7150


Email

Chris Hall , CLU®, RICP®, CFP®

Head of Strategy

Office 213-243-7060


Email

Mollie Kaiser , MBA, CLU®, RICP®, CFP®

Private Wealth Advisor

Office 213-243-7040


Email

Andres Guzman , CFP®, MBA

Private Wealth Advisor

Office 213-243-7111


Email

Carol Bates , CFP®

Private Wealth Service Advisor

Office 213-243-7171


Email

Shanelle Sua , CFP®

Private Wealth Service Advisor

Office 213-243-7144


Email

Natalie Sauer Rutledge , CFP®

Private Wealth Service Advisor

Office 213-243-4481


Email

Kennia Litteral

Service Coordinator

Office 213-412-2805


Email

Jeff Hennings , CFA®

Director of Investment Operations

Office 213-412-2851


Email

Matthew Mac

Investment Operations

Office 213-412-2897


Email

Alessandra Di Monda

Operations Manager

Office 213-243-7064


Email

Kristina Mercolino

Client Service Coordinator

Office 310-460-7136


Email