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 Featured in Barron’s “How to Invest for a Post-COVID World”
Senior Advisor Gretchen Hollstein, CFP® was highlighted in a recent Barron’s article, which featured a select group of investment professionals responding to how they are modifying clients’ portfolios given the current environment.
A Sustainable Investing Lexicon
From its origin in socially responsible and values-based strategies, sustainable investing today offers a broad universe of options that help pair investment goals with positive outcomes for society and the planet. With more tools than ever to support our clients in building sustainability into their investments, we want to share our thinking on this evolving space. A good place to start is simply defining terms.
Advisor Showcase: Guiding Clients Through Pandemic-Driven Uncertainty
Litman Gregory’s senior advisors were featured in North Bay Business Journal’s report on wealth managers. The survey posed questions about the impact of COVID-19 on client relationships, common mistakes investors make in times of great uncertainty, and more. In this post, we share a selection of responses from members of our advisory team.