Michelle Katzen

Managing Director, CFP®, CDFA® at HCR Wealth Advisors
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Bio

Michelle joined HCR in 2014 and has worked in the financial services industry since 2008. She currently serves as Managing Director and is a member of HCR’s Investment Committee. Michelle is a Certified Financial Planner™ who works closely with clients to structure and implement investment strategies that meet their specific needs and goals. She constructs detailed financial plans, including wealth transfer and tax planning, investment management including individual stock and bond portfolios, risk management and a variety of other life planning strategies.

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  • HCR Wealth Advisors
    Managing Director, CFP®, CDFA®