Top Financial Advisors In Los Angeles, California

Michelle Katzen is a certified financial planner whose office is in Los Angeles, California. To ensure a productive initial meeting with a potential LA wealth management firm, it's a good idea to make a list of all your investable assets, financial goals for the future, and any specific upcoming life events, such as a new home or education planning.
Not only does HCR Wealth Advisors offer investment strategies to its clients, but also ensure that they monitor the growth of the investment portfolio of its clients The company can suggest any modification in its investment portfolio as and when required.



HCR Wealth Advisors is a dedicated wealth management firm founded on the principles of providing up-to-date, sound financial and investment strategies to their clients by integrating their investments, retirement plans, and financial targets into a single strategy that evolves and grows as they HCR Wealth Advisors do. To understand intricacies and tax liabilities on one's cash flow, it's good to have a technical expert partner in your corner like HCR Wealth Advisors Taxes can be tricky, and charity can be trickier Don't find out the hard way about a charity mistake that doesn't really help anyone well.

As alleged in our complaint, these two clients trusted Drake to manage their investments, but all the while Drake was lying to them and then tried to conceal his lies by fabricating documents and even acting as an imposter to back up his claims,” said Michele Wein Layne, Director of the SEC's Los Angeles Regional Office.
According to the SEC , Jeremy Joseph Drake, formerly of Los Angeles-based HCR Wealth Advisors, went to elaborate lengths” to conceal his fraud, including creating and sending false documents, and masquerading as another person to corroborate his lies.

The complaint filed in the U.S. District Court for the Central District of California alleges that Drake repeatedly lied to the clients (who are listed as Mr. and Ms. A”) and their representatives, and sent false and misleading emails, deceptive fee reports and other fabricated documents.
According to the SEC's complaint filed in the U.S. District Court for the Central District of California, Drake repeatedly lied to the clients and their representatives and sent false and misleading emails, deceptive fee reports, and other fabricated documents.