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.
Actions to Take in Uncertain Times
In a volatile environment like the one we find ourselves in today, and experienced just two years ago in 2020, we recognize that some investors feel as though they should make changes in their portfolios—even if just to take action.
Research Update on Market Volatility
Given the renewed market downturn, fed by high uncertainty around inflation and the war in Ukraine, we want to share our most-current views and portfolio positioning with clients and followers of our research.
Commentary from Our CIO—First Quarter 2022
In this commentary, we highlight key developments in the global economy and financial markets. The biggest macro event was Russia’s brutal invasion of Ukraine. As is our job, our focus is on the economic and financial market impact of this event. Clearly, the human impact has been devastating and tragic, and our hearts and support are with the Ukrainian people.