Greg Heller, CFP®

Founder & CEO

Professional Designations
  • Investment Security Corporation Registered Representative
  • Licensed Securities Broker with FINRA
  • Certified Financial Planner (CFP®)
  • Fully Licensed California Life Agent

Greg is the Founder and Chief Executive Officer of HCR Wealth Advisors. His entrepreneurial acumen has steered the phenomenal growth of the company over the last 20+ years, from a two-person, family operated financial services boutique to a multi-faceted, SEC Registered Investment Advisory firm whose client investment portfolios total close to a billion dollars.

 

Under his leadership, HCR has expanded their advisory services and client roster to include many high net worth individuals in entertainment, sports and the technology sectors as well as, private corporations and non-profit organizations.

 

Greg received a B.S. in Finance from the University of Southern California.

 

Coming together is a beginning, staying together is progress and working together is success. - Henry Ford

Important Career Moment

One of my clients built a good company, which unfortunately got too levered in 2008 and eventually had to file bankruptcy. All of her partners were ready to sell off the assets for nothing and my client wanted to try and save it. I believed in her and helped secure a loan, she not only got the company out of bankruptcy but was able to sell the company later for $350 million. I was very impressed by her confidence in herself and in her business, but mostly by the fact that her motivation wasn’t the money. It was about her drive to save the company because she knew she could do it

Awards & Causes

Equality CA, Jewish Federation of Greater Los Angeles, Jewish Big Brothers

Arts & Entertainment

Movies: James Bond

Books: Into Thin Air by Jon Krakauer, Boys in the Boat by Daniel James Brown, Biographies by David McCullough (Alexander Hamilton, George Washington)

Life Moments

Heli-skiing, mountain biking, cycling, traveling, spending time with family & friends

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