As Seen In

Alyssa Phillips explains the top 6 things that most leaders do but great leaders don’t in this feature article in Finance Digest
August 8, 2022

Alyssa Phillips explains the top 6 things that most leaders do but great leaders don’t in this feature article in Finance Digest

Chief Operating Officer Alyssa Phillips authored this bylined article titled “What Most Leaders Do, But Great Leaders Don’t” based on her experiences as leader and her quest to constantly seek out ways to improve.

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Sam Puathasnanon explains how HCR is using client testimonials in this article in Private Funds CFO
August 5, 2022

Sam Puathasnanon explains how HCR is using client testimonials in this article in Private Funds CFO

Chief Compliance Officer Sam Puathasnanon discusses how HCR is approaching the use of client testimonials, including processes and approvals in this article from Private Funds CFO.

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Jordan Kahn interviewed on earnings to watch for Apple (AAPL), Amazon (AMZN), and Honeywell (HON) on TD Ameritrade Network
August 2, 2022

Jordan Kahn interviewed on earnings to watch for Apple (AAPL), Amazon (AMZN), and Honeywell (HON) on TD Ameritrade Network

Chief Investment Officer, Jordan Kahn, was interviewed on the TD Ameritrade Network where he discusses earnings that were recently released for Apple (AAPL), Amazon (AMZN), and Honeywell (HON).

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Alyssa Phillips highlighted as July’s Women in Wealth Tech to Watch by F2 Strategy
July 31, 2022

Alyssa Phillips highlighted as July’s Women in Wealth Tech to Watch by F2 Strategy

Chief Operating Officer Alyssa Phillips was selected as July’s Women in Wealth Tech to Watch by F2 Strategy in honor of her achievements as an accomplished WealthTech executive and experience leading cross-functional teams in highly dynamic organizations.

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Alyssa Phillips profiled in Thrive Global on how we need to adjust to the future of work
July 5, 2022

Alyssa Phillips profiled in Thrive Global on how we need to adjust to the future of work

Chief Operating Officer Alyssa Phillips was profiled in Thrive Global discussing core values and alignment between personal and professional, including her “Top 5 Trends To Track in the Future of Work.”

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Michelle Katzen discusses ugly financial truths about getting divorced in this article in GOBankingRates
July 1, 2022

Michelle Katzen discusses ugly financial truths about getting divorced in this article in GOBankingRates

Managing Director Michelle Katzen was quoted in GOBankingRates about the complications of keeping the family home after a divorce in this article in GOBankingRates.

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HCR Wealth Advisors executives named finalists in Los Angeles Business Journal Women’s Leadership Symposium & Awards 2022
June 29, 2022

HCR Wealth Advisors executives named finalists in Los Angeles Business Journal Women’s Leadership Symposium & Awards 2022

Two senior executives – Alyssa Phillips, Chief Operating Officer, and Michelle Katzen, Managing Director – were named as finalists in the Women’s Leadership Symposium & Awards 2022 sponsored by the Los Angeles Business Journal.

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Alyssa Phillips provides insights on how RIAs can establish their value to gain competitive advantage during this Financial Planning webinar panel
June 27, 2022

Alyssa Phillips provides insights on how RIAs can establish their value to gain competitive advantage during this Financial Planning webinar panel

Chief Operating Officer Alyssa Phillips discusses how RIAs can develop a strong value proposition and avoid being another firm in the crowd in this webinar panel hosted by Financial Planning.

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HCR Wealth Advisors’ Michelle Katzen and Alyssa Phillips Named Finalists in 2022 Wealth Management Industry Awards
June 22, 2022

HCR Wealth Advisors’ Michelle Katzen and Alyssa Phillips Named Finalists in 2022 Wealth Management Industry Awards

Two senior executives from HCR Wealth have been named finalists in the 2022 Wealth Management Industry Awards. The two firm leaders were also nominated for the Los Angeles Business Journal’s 2022 Women’s Leadership Awards and will be attending an awards luncheon to honor all the finalists and winners..

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Alyssa Phillips shares her wild pandemic ride in Bizwomen by The Business Journals
May 20, 2022

Alyssa Phillips shares her wild pandemic ride in Bizwomen by The Business Journals

In this bylined article in Bizwomen by The Business Journals, Chief Operating Officer Alyssa Phillips shares her wild journey throughout the pandemic, including difficulties encountered both personally and professionally, as well as how she overcame them.

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Greg Heller profiled in ValiantCEO on “Establishing Lifelong Relationships With Clients”
May 14, 2022

Greg Heller profiled in ValiantCEO on “Establishing Lifelong Relationships With Clients”

CEO Greg Heller was profiled in ValiantCEO, discussing how HCR establishes lifelong relationships with clients through education, trust, and communication, as well as how HCR has adapted throughout the pandemic, his outlook for 2022 and beyond.

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HCR Wealth Advisors Wins Multiple Awards in The Los Angeles Business Journal and Los Angeles Times
April 26, 2022

HCR Wealth Advisors Wins Multiple Awards in The Los Angeles Business Journal and Los Angeles Times

Three of HCR’s senior executives recently won multiple awards in the Los Angeles Business Journal and Los Angeles Times. Congratulations go to Greg Heller, CFP®, Founder and CEO; Steve Weinberger, Senior Managing Director; and Michelle Katzen, CFP®, CDFA®, Managing Director.

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