Willner Heller LLC
15760 Ventura Blvd., Ste. 2026
Encino, CA 91436
d. (818) 501-7590
San Fernando Valley I
Matthew D. Heller
Matthew D. Heller is a founding partner of Willner Heller LLC, a private wealth management firm in Encino California.
Willner Heller is a Registered Investment Advisor founded by Mr. Heller and Kenneth Willner in 2003. Willner Heller manages customized portfolios of equity and fixed income instruments for a variety of clients including families, corporations, non-profits and foundations. Willner Heller’s strategy is to create unique, tax-efficient portfolios through active management, tactical asset allocation and diversification techniques designed to achieve alpha while minimizing systemic market risk.
Matt was named a Five Star Wealth Manager by Los Angeles Magazine in 2011, 2014 and 2015. Mr. Heller was selected as a Trusted Advisor by the San Fernando Valley Business Journal in 2013. Willner Heller has been featured in Newsweek, Ventura Blvd. Magazine, Los Angeles Magazine, Advisors Magazine and the San Fernando Valley Business Journal.
Mr. Heller is the President of the Community Center Alliance; a non-profit organization dedicated serving the Conejo Valley with physical fitness programs for youth and adults through the Agoura Hills, Calabasas Community Center. The Community Center Alliance sponsors the annual Calabasas Shamrock Shuffle 5K/10K Run and the Reyes Adobe Days Run in Agoura Hills.
Mr. Heller has served as an alumni mentor in the Marshall School of Business and through the Dornsife College Gateway program at USC for over 20 years. Mr. Heller previously served as a Commissioner on the Calabasas Parks, Recreation and Education Commission and he is a former Executive Board Member of the Los Angeles Chapter of the Anti-Defamation League. Mr. Heller is a graduate of the Salvin Leadership Program sponsored by ADL and he also completed the Riordan Volunteer Leadership Development Program through the Los Angeles Junior Chamber of Commerce where he also chaired the Government Affairs Committee.
Mr. Heller graduated from the University of Southern California and he is a Registered Financial Consultant (RFC).
Specialties: Asset Allocation; Asset Management; Wealth Transfer; Wealth Preservation; Equities; Fixed Income; Mutual Funds; Exchange Traded Funds; ETFs; Bonds; Wealth Management; Fee-based Wealth Manager; Independent Wealth Management; Registered Investment Advisor; Trusted Advisors; Alternative Investments; Portfolio Management.