As Seen In

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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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 comments on ways to preserve capital during a bear market for investors nearing or in retirement in this article in US News & World Report
August 2, 2022

Jordan Kahn comments on ways to preserve capital during a bear market for investors nearing or in retirement in this article in US News & World Report

Chief Investment Officer Jordan Kahn discusses capital preservation strategies during a bear market in this article in US News & World report titled “Are Dividend Stocks the Best Path to Income in a Bear Market?”

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

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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HCR Wealth Advisors Listed as One of the Best Financial Advisory & Wealth Management Firms in Los Angeles by AdvisoryHQ
July 6, 2022

HCR Wealth Advisors Listed as One of the Best Financial Advisory & Wealth Management Firms in Los Angeles by AdvisoryHQ

AdvisoryHQ, a leading ranking and review site, listed HCR as one of the top 12 financial advisory and wealth management firms in Los Angeles, where HCR received an overall rating of 5 (the highest rating possible), tying for the best overall score.

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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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