Greg Heller

Founder & CEO

Greg Heller is the visionary founder and CEO of HCR Wealth Advisors. Since launching the firm in 1988, Greg has led its remarkable growth from a two-person operation to a multi-faceted powerhouse managing nearly $2 billion in assets.

Under Greg’s leadership, HCR has built a diverse client base that includes families, entrepreneurs, athletes, and creators who value the firm’s hands-on, relationship-driven approach. He’s guided the team to serve as more than advisors. Instead, the firm is a true partner in life and wealth, working to optimally align key priorities at every stage of each client’s financial journey.

Inspired by Greg’s vision, HCR further redefined wealth management by developing The Clarity Formula®, a holistic system designed to empower clients to pursue their financial goals with confidence.

Greg earned a BS in finance from the University of Southern California, where his passion for the financial industry and entrepreneurial mindset first took shape. He is also a CERTIFIED FINANCIAL PLANNER® professional.

Greg treasures spending his personal free time with his wife and sons. He enjoys heli-skiing, mountain biking, road cycling, and travel, and believes in maintaining a balanced approach to both life and work.