HCR Wealth Advisors

Stacey Panenhanouvong is a CFP® and Series 66-registered advisor with nine years of industry experience. She currently works at HCR Wealth Advisors and has previously held roles at Validus Capital LLC and Charles Schwab, including Charles Schwab Bank SSB. HCR Wealth Advisors provides discretionary investment supervisory services, financial planning, and consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages diversified portfolios using a range of securities and employs both long- and short-term investment strategies tailored to client needs.

Gregory Heller is a CFP® with 34 years of industry experience. He is the president of HCR Wealth Advisors and has held senior roles at Investment Security Corporation and Heller Capital Resources Financial Insurance Services. In addition to his advisory work, he manages real estate development projects in Costa Rica through CR Project, LLC. HCR Wealth Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary investment management, financial planning, and consulting services. The firm employs a combination of fundamental, technical, and charting analysis and uses both long- and short-term strategies across diversified portfolios.

Daniel Smyth is a managing director at HCR Wealth Advisors in Philadelphia, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at American Brokerage Services, UBS Financial Services, and Lincoln Financial Group. Smyth is also the director of the Life, LTC, and Disability Insurance Division at Relation Insurance Services, where he sells insurance products and acts as a broker for licensed agents. HCR Wealth Advisors provides discretionary investment supervisory services, financial planning, and consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a diversified investment approach utilizing fundamental, technical, and charting analysis, managing portfolios on a discretionary basis with consideration for tax, liquidity, and risk tolerance.

Alexander Collins is a financial advisor with HCR Wealth Advisors in Los Angeles, holding a Series 65 designation and one year of industry experience. Prior to joining HCR Wealth Advisors, he worked at Amgen for six years and Starlight Marine Services for three years. Collins also attended the California Maritime Academy. HCR Wealth Advisors provides discretionary investment supervisory services, financial planning, and rollover advice to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and charting analysis and manages portfolios using a variety of securities and strategies tailored to client needs.

David Hindler is a financial advisor at HCR Wealth Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with multiple firms, including Brentwood Alliance Financial and Insurance Services, where he serves as president and owner. Hindler also owns Hindler Financial Services, which contracts with HCR Wealth Advisors to provide services. HCR Wealth Advisors offers discretionary investment supervisory services, financial planning, and consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multifaceted investment approach combining fundamental, technical, and charting analysis, managing diversified portfolios across various asset classes with consideration of tax, liquidity, and risk tolerance factors.

Shawn Landis is a CFP® with 18 years of industry experience and has been with HCR Wealth Advisors since 2014. He holds a Series 66 license and is based in Los Angeles, CA. HCR Wealth Advisors provides discretionary investment supervisory services, financial planning, and consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and charting analysis to manage diversified portfolios using various securities and strategies.

Steven Weinberger is a financial advisor at HCR Wealth Advisors in Los Angeles, CA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with HCR Wealth Advisors since 1999 and Investment Security Corporation since 2002. HCR Wealth Advisors provides discretionary investment supervisory services, financial planning, and consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a mix of fundamental, technical, and charting analysis across diversified portfolios, managing roughly $1.68 billion with a focus on both long- and short-term strategies.

Matthew Heller is a financial advisor at HCR Wealth Advisors in Los Angeles, CA, holding a Series 65 designation with one year of industry experience. Prior to joining HCR Wealth Advisors, he worked in various roles including positions at Port Films, Walt Disney Company, and Warner Bros. Entertainment. HCR Wealth Advisors provides discretionary investment supervisory services, financial planning, and consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and charting analysis to manage diversified portfolios on a discretionary basis, incorporating both long- and short-term strategies.

Jordan Kahn is a CFA® charterholder with 24 years of industry experience. He has been with HCR Wealth Advisors since 2015 and serves as Chief Investment Officer of Ascendant Capital Management, LLC, a registered investment advisor. HCR Wealth Advisors provides discretionary investment supervisory services, financial planning, and consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages diversified portfolios using a combination of fundamental, technical, and charting analysis, employing both long- and short-term strategies tailored to client needs.

Steven Campeas is a financial advisor at HCR Wealth Advisors with three years of industry experience. He holds a Series 65 designation and has been with HCR Wealth Advisors since 2021. In addition to his advisory role, he is the sole owner of SJC Business Management, Inc., which provides tax and business management services separately from his work at HCR Wealth Advisors. HCR Wealth Advisors offers discretionary investment supervisory services, financial planning, and consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of fundamental, technical, and charting analysis in its investment approach and manages diversified portfolios that include securities, mutual funds, ETFs, alternatives, and insurance products.