We are thrilled to share that Gretchen Hollstein, CFP® and Monica Muñoz, CFP® have been named by Forbes as two of America’s Top Women Wealth Advisors Best-in-State for 2022. This year’s list spotlights 1,377 advisors nationwide who collectively manage $1.9 trillion for clients.
Gretchen has previously been recognized by Forbes as one of the Top Women Wealth Advisors and Best-in-State Wealth Advisors in both 2020 and 2021. Gretchen has been providing advisory services for over 25 years and working with Litman Gregory clients since 2005. Her experience includes extensive work in personal financial analysis, asset allocation, retirement planning, and multi-generation family legacy planning.
“We are grateful to Forbes for shining a light on these top women wealth advisors and I feel honored to be included and represent Litman Gregory,” said Gretchen. “It’s so rewarding to be in a role where I can help guide clients through scenario planning and make decisions that create positive impact, and I know this work wouldn’t be possible without the entire team at Litman Gregory.”
Monica has previously been named as one of Forbes’ Top Next-Gen Wealth Advisors in 2021, and has been serving Litman Gregory clients since 2007. Monica provides wealth planning and investment advisory services to individuals, families, and nonprofits, with a specialty in next generation wealth.
“I am honored to be recognized by Forbes alongside the other esteemed top women wealth advisors,” said Monica. “We are incredibly grateful for the trust and confidence we receive from our clients and remain committed to helping them gain more financial peace of mind through the wealth planning and investment management work that we do.”
Insight Newsletter—Spring 2023
Our Insight Newsletter is now available. Included in this edition: Investment Commentary Research Update: Trend Following with Managed Futures Tax Planning Opportunities from
Our Larkspur Office is Moving – Next Door!
Effective May 30th, we will relocate into a beautifully renovated suite designed with more space for hosting visitors and collaboration among team members. We look forward to hosting our clients and friends of the firm in this new office.
Schwab Account Owners Targeted in New Phishing Scam
Charles Schwab sent out an alert that their account owners have recently become the target of a sophisticated phishing scam in an attempt by fraudsters to gain access to their assets and other sensitive data. In this post, we share the details about this scam that account owners should look out for and ways that you can protect yourself from this and other fraud attempts.