Edward Moyzes, CLU, RICP, CFP in

Edward Moyzes, CLU, RICP, CFP

Critic · DISC type C
Chief Executive Officer at Strategic View Advisors
📍 Los Angeles, California, United States

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.

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Experience
23 Years
Current Role
Chief Executive Officer
Job Level
Leadership
Location
Los Angeles, California, United States
Personality Overview

How Edward shows up

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.

Priorities

Topics Edward cares 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.
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Career

Work history

12-2001
Chief Executive Officer
Strategic View Advisors
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1992 - 1997
MAcc
University of Denver - Daniels College of Business
Certified Financial Planner (CFP®)
Certified Financial Planner Board of Standards, Inc.
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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