Millennium Magazine_9th Ed

185 Millennium - A Marquis Who’s Who Magazine FINANCE AND INSURANCE wealth management firm in the Los Angeles and surrounding areas, providing premier asset management services all while taking into consideration clients’ tax dilemmas and universal financial goals. An alumnus of the University of Southern California, Mr. Heller received a Bachelor of Arts in political science in 1989. He is a registered financial consultant and formerly spent time with several banks and capital management firms earlier in his career, including Bank of America Investment Services, Prudential Securities, Wells Fargo Securities and Citigroup. Civically involved in his community, Mr. Heller has been the president of the Community Center Alliance through the Agoura Hills, Calabasas Community Center since 2012, a nonprofit organization serving the Conejo Valley area with physical fitness programs for youth and adults. Additionally, he has excelled as an alumni mentor in the Marshall School of Business and the Dornsife College Gateway program at the University of Southern California for more than 20 years. Alongside these roles, he was a commissioner on the Calabasas Parks, Recreation and Education Commission and a past executive board member of the Los Angeles chapter of the Anti-Defamation League. Mr. Heller was named a Five Star Wealth Manager by Los Angeles Magazine in 2011, 2014, 2015 and 2020, as well as recognized as a Trusted Advisor by the San Fernando Valley Business Journal in 2013. Distinguished for his accomplishments, he has further been highlighted in Newsweek, Forbes and Ventura Boulevard Magazine, among other publications. More recently, Willner Heller LLC was named Portfolio Management Advisory Firm of the Year in 2018 by Finance Monthly Global Awards. Looking toward the future, Mr. Heller intends to contribute more to volunteer and civic work. A founding partner of Willner Heller LLC in Encino, California, since 2003, Matthew D. Heller focuses his specialty on customizing portfolios of equity and fixed income securities for families, corporations, nonprofit organizations and foundations. Alongside partner Kenneth Willner, Willner Heller LLC is an acclaimed MATTHEW D. HELLER PARTNER Willner Heller LLC Encino, CA