About The Firm
Willner Heller LLC
Wealth Management
Willner Heller is a Registered Investment Advisor founded by Matthew Heller and Kenneth Willner in 2003. The company 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.
About Matt Heller
Matt was named a Five Star Wealth Manager by Los Angeles Magazine in 2011, 2014 and 2015 and he 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. Matt is also 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. He 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.
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