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.
Dave Henry joined Litman Gregory as a Client Service Associate in August. Dave brings more than 10 years of client service experience and has a bachelor’s degree from Columbia College in Chicago and a master’s degree from St. Mary’s College in Moraga.
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.
Litman Gregory Research Team Featured in CityWire Magazine
Litman Gregory’s research team was recently featured on the cover of CityWire Magazine where they discuss our firm’s due diligence approach and what it takes for a portfolio manager to stand out from the crowd.
Litman Gregory’s Jason Steuerwalt and Peter Sousa Become Principals
We are happy to announce that Jason Steuerwalt, CFA and Peter Sousa have become principals of the firm.