Kerry Moy is an experienced financial planner, wealth and portfolio manager, and CEO of Moy Wealth Advisors. Kerry began his career in 1985 after graduating from the University of Illinois Chicago with a Bachelor’s degree in Finance. He began working on Wall Street for Merrill Lynch Wealth Management, where he rose from Portfolio Manager to Senior Vice President. After working with the company for 28 years, Kerry Moved on to the next step in his career by taking the post of First Vice President, Portfolio Manager Director, and Financial Advisor with another prestigious firm. He continued his work there for seven years until founding Moy Wealth Advisors.
Located in Pasadena, California, Moy Wealth Advisors provides financial services for Family Office and High Net-worth portfolios. By operating his own firm, Kerry can offer the highest quality of personalized financial advice and management to his clients and have increased flexibility in choosing the best course of action for his customers. His experiences allow him to provide customized service and the wealth of knowledge that comes with working for some of the largest firms on Wall Street.
Kerry Moy’s expertise in portfolio management allows him to create optimized plans for his customers, focusing on financial security, succession planning, tax planning, and distribution, among other concerns. He enjoys the challenge of creating unique solutions that are tailored to his clients’ needs and love working personally with individuals to ensure that he completely understands their financial goals and can craft something to meet their needs.
Kerry is excited to continue serving his community by providing this essential service and guiding them through the intricacies of the financial system. He is proud that his firm is able to provide such excellent advice to clients and provide them with peace of mind concerning their financial investments.
To learn more about Kerry Moy visit one of his websites or connect with him on LinkedIn or Medium.
Our Interview with Kerry Moy
Question: Name the most impactful lesson you learned from failure.
Kerry Moy: Not to trust so easily. And, to recognize that the lessons I have learned in failure, although painful, are more important than the lessons I have learned in success.
Question: What accomplishment are you most proud of?
Kerry Moy: I built my wealth/net worth, my own company, on my own with no financial assistance.
Question: What did you waste the most time on when you were first starting your career? Kerry Moy: Worrying about things that I had no control of.
Question: Name a tool you use for work that you can’t live without.
Kerry Moy: My Phone! It has access to all information, communication, forecasts, etc.
Question: What is your favorite hobby and why?
Kerry Moy: I write and compose music. It is my escape and a form of therapy. Mental exercise.
Question: What excited you the most about your industry right now?
Kerry Moy: Opportunities continue to present themselves in industries that will definitely change and improve the way we live. Realizing that, taking action on it, having my clients and myself benefit financially from the execution is exciting to me.
Question: What concerns you most about your industry right now?
Kerry Moy: The misinformation that spreads in a contagious manner causes a lot of people to lose a lot of money.
Question: What’s the greatest risk you’ve ever taken?
Kerry Moy: Starting my own company without any financial assistance and the psychological security of a corporate safety net.
Question: Name one small habit that positively impacts your productivity.
Kerry Moy: Recognizing that everything in life is temporary. With that perspective, I don’t worry or sweat the small stuff like I used to.
Question: What tips do you have for getting a seat at the table?
Kerry Moy: Have positive energy, be happy, be grateful, and smile!
Question: What book has made the biggest impact on your life?
Kerry Moy: Think and Grow Rich by Napoleon Hill. Where your mind goes, everything else follows. The power of the mind is so much more powerful than people give it credit for.
Question: Do you value intelligence or common sense more? Why?
Kerry Moy: This is a tough question because they both work hand in hand. If you are intelligent, you should make common-sense decisions. If you have common sense, then you must have a degree of intelligence. If you have common sense and no intelligence, you can only go so far. If you have intelligence and no common sense then your growth is also limited.
Question: What would you consider to be the perfect day?
Kerry Moy: To wake up, be healthy, happy, grateful, exercise, and spend time with the ones I love.
