We are committed to providing a deep team of experienced professionals to support our clients’ financial success in the decades and generations to come. We are excited to share news of advancements and expansions within the Litman Gregory Client Management team.
Monica Muñoz, CFP®, was recently promoted to Manager of Wealth Planning Services, a new role for our firm. In this role, she will be instrumental in ensuring we continue to grow the depth and expertise we offer for our clients’ wealth planning needs in areas such as tax and estate advising, financial independence planning, and philanthropy to name just a few. Monica will also continue to work with current and new clients as an advisor.
Lesley Cannan, CFP®, was promoted earlier this summer to Senior Advisor in recognition of her wealth management expertise and her trusted role with our clients, including many multi-generational families as well as endowments and foundations. Lesley is recognized for her commitment to personalized, thoughtful portfolio management and integrated wealth planning, resulting in financial peace of mind for our clients.
Cristina Rosales joined Litman Gregory in June as a Client Service Associate. Cristina has nearly 20 years of experience in portfolio administration and client services and has a bachelor’s degree from San Francisco State University.
Danny Miladinovich, CFP®, CPA, joined Litman Gregory in the spring of 2018 as an Advisor, and works primarily with clients in the Central Valley. We are excited that his addition helped expand our locally-based team to better serve our clients in the Stockton/Lodi area. Prior to joining Litman Gregory, Danny worked with individuals, families, and business owners as the Estate and Business Planning Specialist for Northwestern Mutual—Orange County and prior to that was a tax professional at a Stockton-based accounting firm. Danny brings complementary expertise to Litman Gregory and he will work in close partnership with the Advisors who currently serve our clients in the Central Valley.
Forbes Honors Gretchen Hollstein and Chris Wheaton as “Best-in-State Wealth Advisors”
Two of Litman Gregory’s senior advisors and principals, Gretchen Hollstein and Chris Wheaton have been named to Forbes’ Best-in-State Wealth Advisors list for 2020.
Navigating New Tax Planning Opportunities with the SECURE Act of 2019
As the new year unfolds, we find ourselves with numerous wealth planning opportunities based on tax law updates within the recently passed “SECURE Act of 2019”. This is seen as the first major retirement savings law in many years.
Investment Key Takeaways—Year-End 2019
In 2019, almost all major financial asset classes were positive, a shift from 2018 where just about every asset class faltered. And atypically, both stocks and bonds appreciated strongly with the key driver being the Federal Reserve’s policy U-turn toward accommodative monetary policy.