HCR In the News
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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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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.
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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.
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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.
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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 moreMichelle 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 moreJordan 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.
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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.
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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 moreMichelle 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.
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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.
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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.
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