MICHELLE KATZEN
Managing Director
HCR Wealth Advisors
Michelle Katzen CFP, CDFA has over a decade of experience in the financial services industry. Prior to joining HCR, she served as an interest rate derivatives trader at Union Bank and as a financial advisor at UBS. She was also a capital
markets specialist at Toyota Financial Services, where she was on the groundbreaking team who was responsible for issuing the world’s first green bond in 2014. The $1.75 billion bond’s net proceeds were used to finance new Toyota and Lexus gas-electric hybrid vehicles and various other green initiatives.
Katzen developed an amazing track record in socially responsible investments and has brought that expertise to HCR Wealth Advisors, encouraging the advisory team to consider these alternative investments for client portfolios. She continues to keep her finger on the pulse of relevant financial trends and educates herself and the team on emerging issues.
