Edward Moyzes, CLU, RICP, CFP

Critic
DISC Type : C

Chief Executive Officer at Strategic View Advisors

Los Angeles, California, United States

Overview

Ed Moyzes is the CEO and founder of Strategic View Advisors, a firm he has built over a 20-year career in financial services. He holds a Master of Accounting from the University of Denver and a CERTIFIED FINANCIAL PLANNER™ designation, reflecting his deep expertise in wealth management.

Ed is actively involved in his community, dedicating time to supporting student-athletes through The M Club of Denver, which provides support for those at the Colorado School of Mines. This demonstrates a clear passion for fostering the next generation of talent in both academics and athletics.

For three consecutive years (2022-2024), Forbes has recognized Ed as one of its Best-in-State Wealth Advisors.

Personality Overview

ROI Driven

Information Seeker

Critic

They choose to analyze logically and value facts to emotions.  They don’t appreciate bells and whistles unless backed by data. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Wealth Management
As a CFP® and CEO of a financial advisory firm, his entire career is focused on providing clients with comprehensive financial planning and peace of mind.
Economic Trends
He frequently shares market analysis on topics like inflation, interest rates, and labor market shifts, indicating a close watch on macroeconomic factors affecting investments.
Business Growth
He successfully expanded his practice from a solo advisor to a team of twelve, demonstrating a focus on scaling his business and impact.

Media Appearances

Edward has no verified media appearances

Work History

12-2001
Chief Executive Officer at Strategic View Advisors

Education

1992 - 1997
MAcc from University of Denver - Daniels College of Business
Certified Financial Planner (CFP®) from Certified Financial Planner Board of Standards, Inc.

More Information

Social Presence :

Prographics :

Exp : 23 Location : Los Angeles, California, United States Job Level : Leadership Designation : Chief Executive Officer at Strategic View Advisors
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Insights For Selling To Edward

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Make extra effort to not seem pushy or confrontational
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Edward is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Edward

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Edward move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Edward take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Edward

Personality Compatibility


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