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.
A Giving Plan for Giving Tuesday
Giving Tuesday shines a light on philanthropic efforts and serves as a reminder to give to the causes and organizations that mean most to you. We help our clients define their charitable goals and build a plan that maximizes the impact of their giving, while optimizing their tax situation.
Bill Thompson Joins Our Wealth Management Team
We are pleased to announce that Bill Thompson has joined Litman Gregory as a Senior Advisor and director of the Endowments & Foundations Group. Bill is a longtime friend of the firm, and brings over 20 years of experience advising institutional and high-net-worth investors.