HCR In the News
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
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.
Read more
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.
Read more
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).
Read more
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.
Read more
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.”
Read more
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.
Read more
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.
Read more
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.
Read more
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..
Read more
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.
Read more
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.
Read more
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.
Read moreConnect with Us
Ask a Question
We're always open to answering personal financial questions.
Let's get in touch