Five Star Wealth Management Advisor Matt Heller Selected as Wealth Manager Trusted Advisor of the Year by the San Fernando Valley Business Journal

LOS ANGELES, Aug. 19, 2013 /PRNewswire/ -- Wilner & Heller Partner Matt Heller was selected as Wealth Manager Trusted Advisor of the Year at the recently held Trusted Advisors Awards sponsored by the San Fernando Valley Business Journal. Mr. Heller was nominated for the Trusted Advisor Award by one of his long-time colleagues. In his nomination submission, Robert A. Cohen Esq. stated, "Matt Heller is a trusted advisor of the highest order. He treats each one of his clients as if they were his most important client and I have personally witnessed the great amount of care and concern that he devotes to each client. He is incredibly knowledgeable but he has a way of explaining complex terms and concepts with ease. The financial world can be a scary place, especially with the volatility of the markets, but Matt exudes intelligence and calm to make his clients feel comfortable and well taken care of."

The annual awards program is an opportunity to recognize the important work of CPAs, bankers, attorneys and insurance professionals in the greater San Fernando Valley region.

As the managing partner of Willner Heller LLC Private Wealth Management, Matt Heller works with a wide variety of clients by creating and managing customized portfolios of stocks, bonds, mutual funds and ETFs. Matt's clients include individuals, families, businesses and not-for-profits organizations. When Matt and his partner Ken Willner founded Willner Heller in 2003 their purpose was to create a firm dedicated to managing wealth by using independent research and investment customization as opposed to marketing proprietary products and model portfolios. This specialized approach to money management has resonated with their clients. In 2011 Willner Heller was recognized by Los Angeles Magazine as being a Five Star Wealth Manager, an honor bestowed on less than 2% of LA based money managers.

Matt Heller has over 20 years of investment experience. Matt worked previously at Wells Fargo Securities, Banc of America Investment Services, Prudential Securities and Citigroup prior to founding Willner Heller. Matt is a graduate of the University of Southern California and he has served as an alumni mentor in the Marshall School of Business since 1994. Matt volunteers a great deal of his time to various organizations. He is the President of the Community Center Alliance which is the non-profit arm of the Agoura Hills, Calabasas Community Center. Matt is also the former Chairman of the Parks, Recreation and Education Commission for the City of Calabasas. Matt is a member of Provisors (professional networking group) and he is a Registered Financial Consultant. Matt is a native of Westchester County New York and he lives in Agoura Hills, California with his wife and two children.

Willner & Heller is a fee-based Registered Investment Advisor that provides customized portfolio management to individuals and small businesses.

News contact: Cindy Rakowitz, [email protected]

SOURCE Wilner & Heller