Leaders of Influence: Wealth Managers- GREG HELLER


GREG HELLER
Founder & CEO
HCR Wealth Advisors

After starting his career at a brokerage firm, Greg Heller, CFP, founded HCR Wealth Advisors based on core company principles that still support the company today. Established in 1988, the firm has spent decades earning a reputation for objectivity and empathy in the financial planning and investment management space. By providing truly independent comprehensive services, underpinned by extensive experience and a commitment to cultivating lifelong relationships with clients, HCR has proven itself as an exceptional advisor in both life and wealth.

Heller’s entrepreneurial acumen has steered the phenomenal growth of the company over the last 30 years, from a two-person, family-operated financial services boutique to a multi-faceted, SEC Registered Investment Advisory firm managing over a billion dollars. Under his leadership, HCR has expanded the client roster to include many high-net-worth individuals in the entertainment, sports, and technology sectors, as well as private corporations and non-profit organizations.

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