As Seen In

Steve Weinberger discusses the creator economy and unique financial needs of athletes, entertainers and creators in this article in Wealth Solutions Report
November 22, 2022

Steve Weinberger discusses the creator economy and unique financial needs of athletes, entertainers and creators in this article in Wealth Solutions Report

Steve Weinberger gives views on the creator economy and the mindset, challenges and needs of clients with high earnings early in their careers in this article in Wealth Solutions Report titled, “The Unique Financial Needs Of Athletes, Entertainers And Creators.”

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Alyssa Phillips shares highlights from the Schwab IMPACT conference in Denver
November 3, 2022

Alyssa Phillips shares highlights from the Schwab IMPACT conference in Denver

The Schwab IMPACT Conference brings together the largest gathering of fiduciary financial professionals in the nation. In this video interview, our COO Alyssa Phillips shares takeaways from her favorite session — and it’s no surprise if you know Alyssa, the session was on building relationships.

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Alyssa Phillips provides insights on how to become a better mentor in this article in Barron’s
November 1, 2022

Alyssa Phillips provides insights on how to become a better mentor in this article in Barron’s

Chief Operating Officer Alyssa Phillips comments on the importance of setting expectations and giving mentees space when mentoring in this Barron’s article titled “9 Ways Financial Advisors Can Become Better Mentors.”

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Jordan Hanson discusses the 50/30/20 budgeting rule in this article in Fortune
October 27, 2022

Jordan Hanson discusses the 50/30/20 budgeting rule in this article in Fortune

Financial Advisor Jordan Hanson explains strategies for utilizing the 50/30/20 budgeting rule in this article in Fortune titled “How the 50/30/20 budgeting rule works—and can help simplifying how you spend money.”

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Steve Weinberger’s entrepreneurial journey is profiled in VENTEUR Magazine
October 15, 2022

Steve Weinberger’s entrepreneurial journey is profiled in VENTEUR Magazine

Senior Managing Director Steve Weinberger shares his entrepreneurial successes and challenges in this article titled “A Founder’s Journey Includes Being Social”

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HCR Wealth Advisors’ Michelle Katzen Wins ‘Rising Star of the Year’ Award at 2022 Wealth Management Industry Awards
October 11, 2022

HCR Wealth Advisors’ Michelle Katzen Wins ‘Rising Star of the Year’ Award at 2022 Wealth Management Industry Awards

In this news release in Yahoo! Finance, HCR announced Michelle Katzen winning an award at the ‘Wealthies’ as well as Alyssa Phillips speaking on a CTO panel at the event, plus other firm leaders being speakers and panelists at other recent key industry events.

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Greg Heller explains HCR’s approach to meetings with family member clients in this article in Barron’s
October 5, 2022

Greg Heller explains HCR’s approach to meetings with family member clients in this article in Barron’s

CEO Greg Heller discusses the benefits of a team approach to meetings with family members in this article titled “For Financial Pros, Working With Family Members Isn’t Easy.”

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Greg Heller profiled in Authority Magazine about “5 Things I Wish Someone Told Me Before I Became a CEO”
September 18, 2022

Greg Heller profiled in Authority Magazine about “5 Things I Wish Someone Told Me Before I Became a CEO”

CEO Greg Heller was profiled in Authority Magazine discussing “5 Things I Wish Someone Told Me Before I Became a CEO.”

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Greg Heller comments on money-related retirement regrets in this article in TheStreet
September 14, 2022

Greg Heller comments on money-related retirement regrets in this article in TheStreet

CEO Greg Heller provides insights on retirees’ financial regrets in retirement and the importance of factoring for a long lifespan when creating financial plans in this article in TheStreet.

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Alyssa Phillips discusses the importance of “tech-forward” advisors to better technology adoption during a CTO tech panel at the 2022 WealthManagement.com Industry Awards
September 12, 2022

Alyssa Phillips discusses the importance of “tech-forward” advisors to better technology adoption during a CTO tech panel at the 2022 WealthManagement.com Industry Awards

Chief Technology Officer Alyssa Phillips highlighted the benefits of finding tech advocates in your firm’s advisor pool as a panelist on a CTO tech panel at the 2022 WealthManagement.com Industry Awards.

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HCR Wealth Advisors Listed as One of the Best Financial Advisory Firms in Los Angeles by Expertise.com
September 6, 2022

HCR Wealth Advisors Listed as One of the Best Financial Advisory Firms in Los Angeles by Expertise.com

Expertise.com scored 903 financial advisors in Los Angeles and narrowed it down to the top 25 based on 25 variables across five categories. HCR scored an ‘A’ in reputation, professionalism, friendliness, helpfulness, and detail, and an ‘A+’ in responsiveness.

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Jordan Kahn shares his market outlook for the rest of 2022 in article in Wealth Management Magazine
August 16, 2022

Jordan Kahn shares his market outlook for the rest of 2022 in article in Wealth Management Magazine

Chief Investment Officer Jordan Kahn discusses if the current bear market environment has bottomed out yet in this bylined article he wrote for the 2022 Midyear Outlook issue of Wealth Management Magazine.

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