HCR Wealth Advisors Wins Multiple Awards in the Los Angeles Business Journal and Los Angeles Times
Impartial wealth administration firm’s three senior executives stated as “Leaders of Influence” and “Finance Visionaries” in Los Angeles
LOS ANGELES, April 26, 2022 /PRNewswire/ — HCR Prosperity Advisors, a in depth money planning and expense administration business recognised for concentrating on all features of their clients’ money well-staying, not too long ago gained a number of awards in the Los Angeles local community. 3 senior executives – Greg Heller, CFP®, Founder and CEO Steve Weinberger, Senior Taking care of Director and Michelle Katzen, CFP®, CDFA®, Handling Director – had been named “Leaders of Influence” amongst Prosperity Managers in Los Angeles in the Los Angeles Organization Journal, as effectively as “Finance Visionaries” in the Los Angeles Times’ Banking & Finance Magazine. In addition, Katzen was listed among “Women of Impact” in Finance in the Los Angeles Company Journal.
“I am happy that our team at HCR will work collectively each day to produce a initial-amount customer encounter.” – Greg Heller
“It is a tremendous honor for these prestigious publications to identify Steve, Michelle, and I amongst the financial advisory and prosperity administration community in Los Angeles,” said Greg Heller, Founder and CEO of HCR Prosperity Advisors. “However, I genuinely perspective these awards as recognition for our firm as a full. Any achievement we have realized separately is the direct consequence of the collective effort of our overall staff. I am proud that our workforce works jointly every single working day to deliver a first-level customer knowledge, as we assistance our shoppers navigate the expanding difficulties of the present economic climate and markets.”
Variety Criteria FOR AWARDS
The Los Angeles Enterprise Journal highlighted 34 person economic advisors, focusing on how these professionals add to the financial companies business and the Los Angeles neighborhood. The short article notes that the specialists showcased did not fork out to be included, and that their profiles were drawn from nomination resources submitted to the Los Angeles Small business Journal. People picked for inclusion ended up reviewed by the editorial office and preferred based on a demonstration of influence built on the occupation and in the neighborhood.
“There are some really superb industry experts generating up the Los Angeles prosperity administration landscape,” the Los Angeles Enterprise Journal explained in a statement. “We have shone the spotlight on some of the pretty greatest of them in our “Leaders of Affect” record, alongside with information and facts about their careers, techniques, and a swift seem at what would make them so superior at what they do. Congratulations to the trailblazing professionals who made this listing and thank you for your contributions to the local overall economy and the economical steadiness of the men and women and households that reside below.”
To study far more about the selection standards and see the complete “Leaders of Influence” listing of Prosperity Managers in the Los Angeles Business Journal, you should click listed here. To see Michelle Katzen’s profile in the “Gals of Influence: Finance” list, please click right here.
The record of “Finance Visionaries” in the Los Angeles Periods was revealed by the Los Angeles County Banking and Finance Magazine, showcasing trends, updates, and visionaries in just the economic solutions field. The publication notes that the content material does not involve the editorial workers of the Los Angeles Times and that alternatives are manufactured independently, without regard to no matter if or not an personal or company advertises with the L.A. Moments.
To see the entire record of “Finance Visionaries” in the Los Angeles Times’ Banking & Finance Magazine, make sure you click on listed here.
Background ON HCR Prosperity ADVISORS’ AWARD WINNERS
With decades of cumulative expertise supporting clients reside their finest monetary lives, the a few seni
or executives and award recipients from HCR Wealth Advisors were preferred centered on their sector expertise, know-how and knowledge, specialist effect, group involvement, and company to their clientele.
Greg Heller, CFP® is Founder and Chief Govt Officer of HCR Wealth Advisors. His entrepreneurial acumen has steered the phenomenal advancement of the enterprise in excess of the last 30+ several years, from a two-person, relatives operated money expert services boutique to a multi-faceted, SEC Registered Expense Advisory company whose client financial investment portfolios full close to $1.5 billion bucks. Underneath his leadership, HCR has expanded their advisory expert services and consumer roster to involve lots of large-web-worthy of folks in amusement, athletics, and the know-how sectors, as perfectly as non-public organizations and non-earnings businesses. Greg been given a B.S. in Finance from the University of Southern California, is a Accredited Securities Broker with FINRA, an Expense Protection Company Registered Representative, a absolutely licensed California Lifetime Insurance Agent, and a Certified Fiscal Planner™ (CFP®) experienced. He offers back to the community by remaining involved with Equality California, a non-revenue civil rights organization that advocates for the legal rights of LGBTQ+ men and women in California, the Jewish Federation of Bigger Los Angeles, a non-income business that has a profound effects on the well-being of Jews in Los Angeles, and Jewish Significant Brothers Huge Sisters of Los Angeles, wherever he volunteers as a Huge Brother.
Steve Weinberger is Senior Running Director of HCR Wealth Advisors. Steve joined the company in 1998 and has in excess of 25 a long time of practical experience in the monetary providers field. He spends time with customers to establish individualized financial commitment portfolio procedures and factors out publicity and potential pitfalls to make sure that shoppers are prepared for unpredicted curve balls. Steve specializes in functioning with consumers who are likely by way of daily life transitions (i.e., retirement, widowhood, divorce, marketing a business enterprise, and so forth.). Prior to joining HCR, he labored at Prudential Insurance policies. Steve has an MBA with an emphasis in finance from Pepperdine’s Graziadio Enterprise College, is a Licensed Securities Broker with FINRA, an Financial investment Protection Corporation Registered Consultant, and a entirely certified California Life Insurance plan Agent. He presents again to the group by remaining involved with Los Angeles constitution educational institutions and coaching sporting activities at Los Angeles community universities.
Michelle Katzen, CFP®, CDFA®, is Controlling Director of HCR Prosperity Advisors and is a member of HCR’s Expenditure Committee. She joined HCR in 2014 and has worked in the fiscal services marketplace since 2008. Michelle is a Licensed Fiscal Planner™ (CFP®) skilled who operates carefully with clientele to composition and carry out financial investment tactics that meet up with their precise demands and aims. Michelle is also a Accredited Divorce Fiscal Analyst® (CDFA®) skilled and specializes in aiding clientele comprehend the economical effect of dissolution, such as asset overview, tax implications, and the improvements to prepare for when a divorce is imminent. Prior to signing up for HCR, Michelle served as a cash markets specialist and investment decision guide at Toyota Economic Services, an interest fee derivatives trader at Union Bank, and a fiscal advisor at UBS Monetary Services. Michelle graduated from UCLA Anderson Faculty of Administration with a master’s degree in Economical Engineering and completed UCLA’s Personal Economic Setting up Program. She gained her bachelor’s degree in Mathematics with minors in Small business Administration and Stats from Colorado Condition College. She offers back again to the neighborhood by remaining included with the Leukemia and Lymphoma Culture (LLS), Females in Prosperity, and Phelps Forward.
ABOUT HCR Wealth ADVISORS
Established in 1988, HCR Prosperity Advisors presents monetary planning, financial commitment management, and other economic solutions from its Los Angeles spot. In addition to producing financial investment portfolios, the crew of skilled fiduciaries focuses on all features of clients’ monetary well-becoming, assisting to build tax strategies, develop retirement plans, and supply estate arranging guidance. By supplying truly impartial in depth providers, underpinned by extensive experience and a motivation to cultivating lifelong interactions with purchasers, HCR has established by itself as an exceptional advisor in equally lifestyle and prosperity. Even though the agency serves a range of high-web-value individuals and family members, HCR specializes in serving business enterprise house owners, divorcees, pre-retirees, athletes, and figures in the leisure business. For extra details, check out www.HCRWealth.com.
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