Hcr Wealth Advisors
No matter where a client might be in their financial journey, or what life decision they are making, HCR Wealth Advisors is here to guide them and stand by their side in challenging times and times of prosperity. We feel it is our duty and privilege to educate and empower our clients, and to provide confidence and financial understanding. Our clients trust and rely on us for personalized service and to make critical decisions for them and their financial well-being and we believe in doing what is right for every individual we serve. We work to build deep connections with our clients and work with them to overcome challenges that may be standing in the way of their ideal financial outcome. We pride ourselves on providing comprehensive financial advice, developing and refining investment strategies, and ensuring our clients are organized and on track to meet their goals. Exceptional client service is at the heart of who we are. HCR is not your average financial advisor and we will not be influenced by any consideration beyond our clients’ needs. To maintain objectivity and integrity, we do not accept commissions from mutual funds or money managers, we do not provide proprietary strategies, and we use an advisory model that allows for agnostic guidance. We take a holistic advisory approach by factoring in specific lifestyle and personal considerations to map out a client’s financial life allowing them reach those goals as simply and painlessly as possible. Our clients trust us to make critical decisions and provide unmatched personalized service to each and every one of them. At HCR Wealth Advisors, we do just that.
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Verified contacts
11
available on Kipplo
LinkedIn employees
18
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
0
tools in use
Monthly traffic
275
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- LF
Lynda Furnari
Director of Business Operations · Operations
EmailPhone - LM
Linda Markey
Executive Assistant Personal Assistant · General Business & Management
EmailPhone - ED
Ellie du
Senior Client Service Associate · Customer/Client Service
EmailPhone - SP
Stacey Panenhanouvong
Financial Advisor · Finance & Accounting
EmailPhone - GH
Greg Heller
President · General Business & Management
EmailPhone - JK
Jordan Kahn
Chief Investment Officer · Finance & Accounting
EmailPhone - SW
Steve Weinberger
Senior Managing Director · General Business & Management
EmailPhone - AC
Alexander Collins
Financial Advisor · Finance & Accounting
EmailPhone
Showing 8 of 11 verified contacts
Top roles at Hcr Wealth Advisors
8 distinct titles indexed · top 8 shown.
- 3financial advisor
- 1chief investment officer
- 1director of business operations
- 1executive assistant personal assistant
- 1president
- 1recent psychology graduate from the new school
- 1senior client service associate
- 1senior managing director
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