As Seen In

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.

Read more
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.

Read more
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.

Read more
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?”

Read more
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).

Read more
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.

Read more
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.

Read more
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.”

Read more
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.

Read more
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.

Read more
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.

Read more
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.

Read more

Connect with Us

Ask a Question

We're always open to answering personal financial questions.

Let's get in touch

Start Your Plan

We are excited to connect with you. Please fill out the form to get in touch with us.

We are committed to fostering a diverse and inclusive atmosphere to promote cultural sensitivity where we live and work. Click here to read our Diversity & Inclusion statement and Core Values.