Greg Heller, CFP^®

Founder & CEO

Greg is the visionary Founder and CEO of HCR Wealth Advisors, an SEC Registered Investment Advisory firm. With over three decades of unwavering dedication, Greg has driven the remarkable growth of the company from a two-person family-operated financial services boutique to a multi-faceted powerhouse. Today, HCR manages client investment portfolios surpassing one billion dollars.

Under his expert guidance, HCR has expanded its advisory services to cater to a diverse clientele, including high net worth individuals from the entertainment, sports, and technology sectors, as well as private corporations and non-profit organizations.

Greg’s journey to success began with a B.S. in Finance from the prestigious University of Southern California, fueling his passion for the financial industry and shaping his entrepreneurial acumen.
Through Greg’s leadership, HCR continues to redefine wealth management, empowering clients to achieve their financial goals with confidence and clarity.

In his free time, Greg treasures moments with his wife and sons, while indulging in heli-skiing, mountain biking, cycling, and travel. This balanced approach to life reflects his dedication to both personal and professional fulfillment.