We are thrilled to share that our very own Gretchen Hollstein, CFP® was recently recognized as one of the 2019 Top Wealth Advisor Moms by Working Mother and SHOOK Research. This is a testament to Gretchen’s commitment to advising clients and guiding them to financial peace of mind while parenting two great kids! We commend her and the other hard-working mothers named to the list.
“I am thrilled to be included on this esteemed list and proud to represent both Litman Gregory and my family,” said Gretchen. “As the first woman advisor at our firm, and our first woman partner, I knew we were forging new ground when I became a mom. Kudos to Litman Gregory for supporting me through that transition and continuing to support many working parents at our firm. Being an engaged parent not only enriches my life personally, but it has made me more efficient, creative, and a better advisor. Our clients know I can empathize with the unique needs of their families, and also understand how they want to both provide for family today while looking ahead to the legacy of a next generation. I am grateful to Working Mother for recognizing my work at Litman Gregory in a way I can truly share at home with my supportive, amazing husband and our two incredible children.”
Four hundred advisors from across the country were recognized in this prestigious survey. Working Mother and SHOOK Research rank these advisors based on the volume of assets overseen by the advisors and their teams, revenues generated for the firm, and the quality of the advisors’ practices.
Learn more about Gretchen here.
Gretchen Hollstein and Monica Muñoz Named to 2021 Top Wealth Advisor Moms List
We are pleased to announce that Senior Advisors Gretchen Hollstein, CFP® and Monica Muñoz, CFP® have been named as two of the country’s Top Wealth Advisor Moms for 2021 by Working Mother. This recognition is a testament to their passion for both roles they hold, advisor and parent.
Commentary from Our CIO—Third Quarter 2021
Chief Investment Officer Jeremy DeGroot reviews key elements of the global macro environment and how they impact our financial market outlook: COVID-19, U.S. economic policy, growth, and inflation. He also covers our reasons for near-term caution on U.S. stocks, and an in-depth review of emerging market equities, in light of recent market headlines and regulatory developments in China.
Introducing Litman Gregory’s Updated Logo
For many years, our team has referred to the services we offer to our clients as "wealth management". To us, this communicates that we provide both investment management and financial planning in an integrated way to support their broader wealth planning goals. As of today, we have officially updated our name and logo.