Gretchen Hollstein & Monica Muñoz Named as 2023 Forbes Top Women Wealth Advisors Best-in-State

Litman Gregory Senior Advisors Gretchen Hollstein, CFP^® and Monica Muñoz, CFP^® have again been named by Forbes as Top Women Wealth Advisors Best-in-State for 2023. This year’s list spotlights 1,697 advisors nationwide who collectively manage $2.3 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 be included in a list of top women wealth advisors,” said Gretchen. “This recognition is only possible because of the wonderful team here at Litman Gregory Wealth Management, and I am proud of our woman-majority work force!  Many thanks to Forbes and SHOOK Research for shining a light on our efforts.”

Monica has previously been named as one of Forbes’ Top Women Wealth Advisors in 2022 and 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.

“It is an honor to be recognized by Forbes alongside my colleague, Gretchen Hollstein” said Monica. “It is a privilege to be entrusted by our clients to help them through different stages of their financial lives as we aim to help them gain more financial peace of mind through the work of our entire incredible team .”

Data provided by SHOOK® Research, LLC — Data as of 9/30/22. America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.