Michelle Katzen, CFP®

Managing Director

Professional Designations
  • Certified Financial Planner (CFP®)
  • Currently a CDFA® candidate

Michelle joined HCR in 2014 and began working in the financial services industry in 2008. She currently serves as Managing Director and is a member of the Investment Committee at HCR Wealth Advisors.  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.

 

Prior to joining HCR, Michelle served as a capital markets specialist and investment consultant at Toyota Financial Services, an interest rate derivatives trader at Union Bank and a financial advisor at UBS Financial Services.

 

Michelle graduated from UCLA Anderson School of Management with a Masters in Financial Engineering. She earned her Bachelor’s degree in Mathematics with minors in Business Management and Statistics from Colorado State University.  She has completed the Personal Financial Planning Program, holds her CFP® and is a CDFA® candidate.

I want all the things money can’t buy

Important Career Moment

Being involved in the first ever Green Bond issued by TMCC. Over the last decade ESG has gained significant interest within the investment world and being able to research, create, and issue this bond was very special.

Awards & Causes

Causes: Leukemia and Lymphoma Society (LLS), Phelps Forward
Professional Awards: LA Business Journal 2019 Most Influential Wealth Manager

Arts & Entertainment

Podcasts: Masters in Business, How I Built This
Books: A Thousand Splendid Suns
Movies: Old School, any documentary
Shows: Game of Thrones, Homeland

Life Moments

Cycling, volleyball, traveling

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