HCR Wealth Advisors (HCR), a comprehensive financial planning and investment management firm known for focusing on all aspects of their clients’ financial well-being, announced that Michelle Katzen, CFP®, CDFA®, Managing Director, was recently named a winner for the ‘Rising Star of the Year’ award at the 2022 Wealth Management Industry Awards, an annual competition and industry-leading awards program hosted by Wealth Management Magazine (often referred to as the ‘Wealthies’). Additional honors and speaking appearances that put company executives in the spotlight are detailed below.
The ‘Rising Star of the Year’ award celebrates individuals and/or executives within a financial advisory firm who have demonstrated vision, creativity, integrity, leadership, and high performance in making an impact on their firm, the industry, and wealth management in general within the past year.
“We are honored that Michelle was named a winner of the 2022 Wealth Management Industry Award for ‘Rising Star of the Year’,” said Greg Heller, Founder and CEO of HCR Wealth Advisors. “Reputable industry awards like these pay tribute to our contributions and inspire us to continue working towards greater success by highlighting our achievements within our industry.”
The Wealth Management Industry Awards are judged by a panel of independent judges made up of top names in the industry, overseen by editor-in-chief David Armstrong. The eighth annual installment received a record-shattering number of nominations, with nearly 1,000 entries from more than 350 companies. In all, 225 organizations, including HCR Wealth Advisors, were selected as finalists.
October 11, 2022 12:12 ET | Source: HCR Wealth Advisors