Alyssa Phillips shares her wild pandemic ride in Bizwomen by The Business Journals
In this bylined article in Bizwomen by The Business Journals, Chief Operating Officer Alyssa Phillips shares her wild journey throughout the pandemic, including difficulties encountered both personally and professionally, as well as how she overcame them.
Greg Heller profiled in ValiantCEO on “Establishing Lifelong Relationships With Clients”
CEO Greg Heller was profiled in ValiantCEO, discussing how HCR establishes lifelong relationships with clients through education, trust, and communication, as well as how HCR has adapted throughout the pandemic, his outlook for 2022 and beyond.
HCR Wealth Advisors Wins Multiple Awards in The Los Angeles Business Journal and Los Angeles Times
Three of HCR’s senior executives recently won multiple awards in the Los Angeles Business Journal and Los Angeles Times. Congratulations go to Greg Heller, CFP®, Founder and CEO; Steve Weinberger, Senior Managing Director; and Michelle Katzen, CFP®, CDFA®, Managing Director.
Alyssa Phillips discusses automated portfolio management tools in article on WealthManagement.com
Chief Operating Officer Alyssa Phillips was quoted in WealthManagement Magazine, discussing the benefits of using automated portfolio management tools like Advyzon Quantum.
HCR Wealth Advisors Honored as “Leaders of Influence: Wealth Managers” in Los Angeles Business Journal
Three senior executives – Greg Heller, Steve Weinberger, and Michelle Katzen – were included in the Los Angeles Business Journal’s 2022 “Leaders of Influence” list in Los Angeles.
Jordan Kahn discusses Social Security in article in GOBankingRates
Chief Investment Officer Jordan Kahn was quoted in GOBankingRates, discussing things that most retirees don’t know about Social Security.
Steve Weinberger interviewed on retirement benefits on NTD Television
Senior Managing Director Steve Weinberger was interviewed on NTD Television, discussing how many Americans can negotiate better retirement perks and benefits.
Alyssa Phillips profiled in Authority Magazine, discussing “Reworking Work”
Chief Operating Officer Alyssa Phillips was profiled in Authority Magazine, discussing “How Employers and Employees are Reworking Work Together”, including designing a future for the workplace and a work model that works for more people.
HCR Wealth Advisors Honored as “Leaders of Influence: Wealth Managers in Los Angeles”
Three senior executives included in Los Angeles Business Journal’s annual list.
HCR Wealth Advisors Discusses How Stimulus Checks Will Affect the Economy
The American Rescue Plan has been signed. The questioning has now gone from how large the personal stimulus checks will be to how the checks themselves will impact the economy.