Strategic View Advisors

Above L to R: Thomas Hilliard, Carol Bates, Edward Moyzes, Mollie Kaiser, Chris Hall

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Highlights

  • Comprehensive Financial Planning
  • Wealth Management
  • Retirement Distribution Planning
  • Legacy & Charitable Strategies

Strategic View Advisors is a financial planning team led by CEO Edward Moyzes since 2001. The firm operates under the umbrella of the Northwestern Mutual Private Client Group, which has been in business for the past 163 years. 

What is your area of expertise?

Like many financial services firms, our team has a deep level of expertise in the areas of financial and retirement income planning, but our true value lies in our dedication to helping clients Achieve Financial Peace of Mind™. Beyond merely assembling a robust portfolio, an effective distribution strategy or a thorough succession plan, we specialize in weaving these elements into a cohesive and personalized financial road map. This road map not only secures our clients’ wealth but also ensures that their financial decisions reflect their core values and long-term objectives. With us, clients gain more than just financial services; they gain a trusted partner committed to their financial well-being and legacy.

What are the best ways to establish trust with new clients?

It sounds simple, but do what you say you’re going to do. When clients see you and your team actively living out your values, they gain confidence in your ability to deliver. By aligning your actions with your words, you show clients that they can rely on you to meet their needs and expectations. This builds a foundation of trust which fosters a relationship built on mutual respect and confidence.

What inspired you to pursue this profession?

Carol Bates: While in college, I had the opportunity to intern for a wealth management firm. I learned during my internship that this business is more than investing in markets; it’s about investing in people. It’s a relationship profession that would allow me the opportunity to truly make a difference in the life of individuals and families.

Edward Moyzes: I’ve always seen wealth as a privilege that carries responsibility. Financial planning allows me to help others use their resources wisely—not just to grow wealth, but to make it meaningful and lasting.

Mollie Kaiser: I’ve always wanted to pursue a career that helps others. In my first job out of college, I was an underpaid social worker and had no idea how to manage my resources. This quickly taught me that it’s nearly impossible to lead a fulfilling life if your financial house isn’t in order. I consider it a privilege to offer financial peace of mind to my clients.

What do you think distinguishes an average advisor from an exceptional one?

An average advisor might look at one piece of the puzzle; we look at the entire picture, ensuring that all the pieces fit together for a comprehensive financial plan.

What are some of your favorite holiday traditions in the South Bay?

Carol: I live in El Segundo, which has a ton of holiday spirit. Nothing shows it off better than its annual holiday parade. Each year on the second Sunday in December, the entire town and neighboring communities show up in support of the many groups and organizations that make El Segundo so unique and wonderful.

Edward: The Manhattan Beach Tree Lighting captured everything that makes the community special.  Families, friends and neighbors coming together by the ocean to share the holiday spirit. It’s that rare but special SoCal small-town feeling.

Mollie: I love going to Candy Cane Lane to see all of the Christmas decorations and lights in South Torrance. The neighborhood puts in an incredible amount of effort to create a magical winter wonderland!

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Disclaimer: Edward Moyzes, Carol Anne Bates, Christopher Hall, Mollie Alyssa Kaiser and Shanelle Medequiso Sua use Strategic View Advisors as a marketing name for doing business as representatives of Northwestern Mutual Wealth Management Company® (NMWMC) and Northwestern Mutual Investment Services, LLC (NMIS). Strategic View Advisors is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Edward Moyzes, Carol Anne Bates, Christopher Hall, Mollie Alyssa Kaiser and Shanelle Medequiso Sua provide investment advisory services as Advisors of NMWMC, a subsidiary of The Northwestern Mutual Life Insurance Company, located in Milwaukee, WI (NM) and a federal savings bank, and provide investment brokerage services as Registered Representatives of NMIS, a subsidiary of NM and a registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). Northwestern Mutual Private Client Group is a select group of Northwestern Mutual advisors and representatives. Northwestern Mutual Private Client Group is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank or other legal entity.

Photographed by Fabien & Laura Castro