Three senior executives included in Los Angeles Business Journal’s annual list.
Los Angeles, CA – August 10, 2021 – HCR Wealth Advisors today announces that three senior executives were included in this year’s Los Angeles Business Journal list of the “Leaders of Influence: Wealth Managers in Los Angeles.” HCR Wealth Advisors has seen significant growth in the past year and assets under management have increased to over the $1.3 billion mark.
“It is a tremendous honor for the Los Angeles Business Journal to recognize Steve, Michelle, and me again among this esteemed group,” said Heller, the firm’s founder and CEO. “I really view this as an award for the firm as a whole. Any success we have achieved individually is the direct result of the collective effort of the entire team at HCR Wealth Advisors. I am proud that our team works together every day to deliver a first-rate client experience, as we help our clients navigate the growing challenges of the current economy and markets.” – Greg Heller
The Los Angeles Business Journal highlighted 35 advisors, focusing on how these professionals contribute to the financial services industry and the financial stability of individuals and families. The following leaders from HCR Wealth Advisors made the list:
- Greg Heller, CFP® – Greg founded HCR Wealth Advisors in 1988. By providing truly independent comprehensive services, underpinned by extensive experience and a commitment to cultivating lifelong relationships with clients, HCR has proven itself as an exceptional advisor in both life and wealth.
- Steve Weinberger – Steve Weinberger joined HCR Wealth Advisors in 1998. Then a boutique firm, HCR has grown to over $1.3 billion in assets under management largely in part due to Weinberger’s leadership and efforts. With over 20 years of experience in the financial services industry, he specializes in helping clients develop personalized investment portfolio strategies that are unique to each client’s needs at a particular time in their life.
- Michelle Katzen, CFP® – Michelle joined HCR Wealth Advisors in 2014. She works closely with clients to structure and implement investment strategies that meet their specific needs and goals. She constructs detailed financial plans, including wealth transfer and tax planning, investment management including individual stock and bond portfolios, risk management and a variety of other life planning strategies.
The full article and criteria can be accessed here: https://labusinessjournal.com/custom-content/leaders-of-influence/loiwealthmanagers2021/
*This article is provided for informational purposes only and it is not intended as investment advice.