As Seen In

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
Alyssa Phillips discusses automated portfolio management tools in article on WealthManagement.com
April 12, 2022

Alyssa Phillips discusses automated portfolio management tools in article on WealthManagement.com

Chief Operating Officer Alyssa Phillips was quoted in WealthManagement Magazine, discussing the benefits of using automated portfolio management tools like Advyzon Quantum.

Read more
HCR Wealth Advisors Honored as “Leaders of Influence: Wealth Managers” in Los Angeles Business Journal
April 11, 2022

HCR Wealth Advisors Honored as “Leaders of Influence: Wealth Managers” in Los Angeles Business Journal

Three senior executives – Greg Heller, Steve Weinberger, and Michelle Katzen – were included in the Los Angeles Business Journal’s 2022 “Leaders of Influence” list in Los Angeles.

Read more
HCR Wealth Advisors Named “Finance Visionaries” in Los Angeles Times’ Banking & Finance Magazine
March 27, 2022

HCR Wealth Advisors Named “Finance Visionaries” in Los Angeles Times’ Banking & Finance Magazine

Three senior executives – Greg Heller, Steve Weinberger, and Michelle Katzen – were included in the Los Angeles Times’ Banking & Finance Magazine list of “Visionaries” in finance in Los Angeles.

Read more
Jordan Hanson discusses the benefits of ETFs in article in NextAdvisor by TIME
February 22, 2022

Jordan Hanson discusses the benefits of ETFs in article in NextAdvisor by TIME

Financial Advisor Jordan Hanson was quoted in NextAdvisor by TIME, discussing how ETFs can pay out dividends while also protecting your money with diversification.

Read more
Michelle Katzen Honored in Los Angeles Business Journal’s List of “Women Of Influence: Finance”
February 21, 2022

Michelle Katzen Honored in Los Angeles Business Journal’s List of “Women Of Influence: Finance”

Managing Director Michelle Katzen was included in the Los Angeles Business Journal’s 2022 Women of Influence in Finance list in Los Angeles.

Read more
Jordan Hanson provides a list of some of the best low-cost index funds in article in NextAdvisor by TIME
February 15, 2022

Jordan Hanson provides a list of some of the best low-cost index funds in article in NextAdvisor by TIME

Financial Advisor Jordan Hanson is quoted in NextAdvisor, a publication by TIME, explaining when index funds are a good investment choice. He also provides a list of some of the best low-cost index funds with low expense ratios.

Read more
Jordan Hanson discusses budgeting for your dream home in article in Yahoo! Finance
February 9, 2022

Jordan Hanson discusses budgeting for your dream home in article in Yahoo! Finance

Financial Advisor Jordan Hanson was quoted in Yahoo! Finance, discussing if it’s worth it for homebuyers to go over budget for their dream home.

Read more
Michelle Katzen featured in UCLA Anderson School of Management video discussing her experience in the Master of Financial Engineering program
February 7, 2022

Michelle Katzen featured in UCLA Anderson School of Management video discussing her experience in the Master of Financial Engineering program

Managing Director Michelle Katzen recalls her experiences with classmates at UCLA Anderson School of Management in this video, including how they influence her more than a decade later in her career with HCR.

Read more
Michelle Katzen discusses a career track in Portfolio Management for the UCLA Anderson School of Management’s Financial Engineering program
February 6, 2022

Michelle Katzen discusses a career track in Portfolio Management for the UCLA Anderson School of Management’s Financial Engineering program

Managing Director Michelle Katzen describes how the foundational knowledge gained through studies in Financial Engineering and Portfolio Management at UCLA Anderson School of Management helped her to excel in her career with HCR.

Read more
Jordan Kahn discusses Social Security in article in GOBankingRates
February 4, 2022

Jordan Kahn discusses Social Security in article in GOBankingRates

Chief Investment Officer Jordan Kahn was quoted in GOBankingRates, discussing things that most retirees don’t know about Social Security.

Read more
Steve Weinberger interviewed on retirement benefits on NTD Television
January 31, 2022

Steve Weinberger interviewed on retirement benefits on NTD Television

Senior Managing Director Steve Weinberger was interviewed on NTD Television, discussing how many Americans can negotiate better retirement perks and benefits.

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.