I began my career as an accountant having earned a Bachelor of Science in Accounting and then a Masters in Accountancy in Accounting and Finance (MAcc) from the University of Denver before making the transition into financial planning more than ten years ago.

In addition to the knowledge of accounting and tax codes that I learned throughout my educational and professional career, I maintain the Chartered Life Underwritier (CLU®) designation and CERTIFIED FINANCIAL PLANNER™ (CFP®) certification which help me approach my clients from a dynamic needs analysis or planning perspective.  This knowledge and comprehensive approach has led to company and industry recognition, including Million Dollar Round Table's Top of the Table.

Chartered Life Underwriter

The Chartered Life Underwriter (CLU® ) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU® , helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU®  designation symbolizes continuing growth and commitment to professionalism.


The CERTIFIED FINANCIAL PLANNER™(CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is an international, independent association of nearly 36,000 of the world's leading life insurance and financial services professionals from more than 430 companies in 78 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.
Million Dollar Round Table's Top of the Table is an exclusive forum for the world's most successful life insurance and financial services professionals.  These people are committed to providing exemplary client service while displaying the highest standards of ethics and professional knowledge.

Edward Moyzes, MAcc, CLU®, CFP®
Wealth Management Advisor

Strategic View Advisors


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