Monica Muñoz Named to 2021 Top Wealth Advisor Moms List

Litman Gregory is pleased to announce that Senior Advisor Monica Muñoz, CFP® was named by Working Mother and SHOOK Research on their 2021 Top Wealth Advisor Moms list. This list spotlights 500 mothers across the country who work as advisors in wealth management services.

This acknowledgment reinforces their commitment to providing thoughtful financial guidance to clients, while balancing the responsibility of parenting children at home. We commend Monica and the other ambitious mothers named to the list, who manage to do both jobs with engagement and passion.

“Over the last year-plus, working parents have faced a new set of obstacles and challenges as we navigate the impacts of a pandemic,” said Monica. “But facing these tough times together also increases our ability to empathize with each individual and family we serve. It’s an honor to be recognized as a Top Wealth Advisor Mom, but also a privilege to provide comprehensive wealth management to families as they seek to preserve and enhance their wealth for generations to come.”

Learn more about Monica here.

To be included on the annual list, advisors must have children 21 years old and younger living in their home. 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, client retention, and investment process.

LGWM is an SEC registered investment adviser with its principal place of business in the state of California. LGWM and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which LGWM maintains clients. LGWM may only transact business in those states in which it is noticed filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by LGWM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.