Willner & Heller LLC

Miles Rader is a financial advisor at Willner & Heller LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at MAP Strategic Wealth Advisors and UBS Financial Services. Outside of finance, he has held roles in the food service industry and worked at California Lutheran University. Willner & Heller provides discretionary asset management and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $164 million across 150 client relationships, emphasizing individualized portfolio construction, continuous supervision, and a range of investment strategies including the use of margin loans on a case-by-case basis.

Kenneth Willner is a financial advisor with Willner & Heller LLC in Encino, CA, holding a Series 65 credential and 9 years of industry experience. He has been a partner at Willner & Ornedo LLP, a non-investment related tax preparation business, since 1977, dedicating approximately 20 hours per week to that role. Willner has worked at Willner & Heller LLC since 2004. Willner & Heller provides discretionary asset management and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $164 million across about 150 client relationships, emphasizing individualized portfolio construction, continuous supervision, and a range of investment strategies including the use of margin loans on a case-by-case basis.

Matthew Heller is a financial advisor at Willner & Heller LLC with 25 years of industry experience. He has been with the firm since 2003 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he leads a professional networking group, Highrise Networks, for which he receives compensation based on membership activity. Willner & Heller LLC provides discretionary asset management and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $164 million across about 150 client relationships, emphasizing individualized portfolio construction, continuous supervision, and a range of investment strategies including the use of margin loans under specific circumstances.