Willner Heller is a highly specialized wealth management firm based in Los Angeles, California.
We have been creating customized investment portfolios for high net worth individuals and small business owners since 2003.
Matthew D. Heller
Matthew D. Heller is a graduate of the University of Southern California and is a Registered Financial Consultant. Matt began his career in financial services in 1991 and has worked in wealth management with a variety of large firms including Wells Fargo Securities, Prudential Securities, Banc of America Investment Services and Citigroup.
Matt cofounded Willner Heller with partner Ken Willner in 2003.
Matt Heller volunteers much of his time to a variety of causes and organizations. Matt is the President of the Community Center Alliance of the Agoura Hills, Calabasas Community Center and the Chairman of the Anti-Defamation League’s Valley Board of Directors. Matt is a former commissioner on the Calabasas Parks, Recreation and Education commission and the former Chief Financial Officer of the USC Hillel Foundation. In addition Matt is an alumni mentor in the USC Marshall School of Business, Career Advantage Program.
Kenneth L. Willner
Kenneth L. Willner attended San Diego State University and joined the firm, Milton F. Willner & Co. Certified Public Accounting. Ken worked with his father, Milton F. Willner until Milt passed away in 2002. Ken renamed the firm Willner & Ornedo when Mario Ornedo became a partner in the accounting practice that same year. Willner & Ornedo, LLP is a member of the AICPA and CSCPA.
In 2003 Ken and Matt formed Willner Heller LLC to provide superior asset management services to clients while considering both their tax situation and their overall financial needs and goals.
Ken Willner is a member of the AICPA and the AICPA Personal Financial Planning Section. Ken volunteers his time in a variety of charities dealing with the arts and at risk youth.