Koa Mo'o

Observer
DISC Type : ci

Advisor at Stonebriar Financial

Syracuse, Utah, United States

Overview

Koa Moo is a Financial Advisor at Stonebriar, where he specializes in creating tailored financial plans for athletes to support their long-term wealth. He earned a Bachelor of Business Administration from Brigham Young University–Hawaii and is a licensed insurance producer in Utah and Hawaii.

He is a dedicated father who draws professional inspiration from his sons persistence. Koas disciplined routine includes 5: 30 AM workouts, and he enjoys reading books on personal growth, such as "The 10x Rule, " and watching sports documentaries like "UNTOLD: SWAMP KINGS. "

In addition to his finance career, he works as an independent actor and has appeared in productions for Disney, HBO, and Angel Studios.

Personality Overview

Example Seeker

Value Driven

Curious

They are likely to ask many questions and look heavily for supporting information.  They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Athlete Wealth Management
His professional focus is on building financial plans that support athletes' long-term wealth and post-career success.
Business Development
His past role involved identifying new markets and creating strategies to increase brand awareness for StonebriarX.
Acting & Film
Works as an independent actor for major studios like Disney and HBO, memorizing scripts and collaborating with directors.

Media Appearances

Koa has no verified media appearances

Work History

8-2024
Advisor at Stonebriar Financial
6-2024
Insurance Producer - Life, Accident, Health at Stonebriar Financial
10-2023
Wealth Management Associate at Stonebriar Financial
6-2024 - 1-2025
Senior Vice President Business Development at StonebriarX
6-2020 - 8-2023
Independent Actor at Disney, HBO, Motion Picture Studios, Angel Studios

Education

2017 - 2021
Bachelor of Business Administration from Brigham Young University–Hawaii
2016 - 2017
Business Administration and Management from Snow College

More Information

Social Presence :

Prographics :

Exp : 6 Location : Syracuse, Utah, United States Job Level : N/A Designation : Advisor at Stonebriar Financial
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Insights For Selling To Koa

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Help them realize that there is no personal risk in making this decision
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Avoid making offhand commitments
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Koa is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Koa

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Koa move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Koa take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Koa

Personality Compatibility


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