Chris Wheaton, Gretchen Hollstein, and Monica Muñoz Named Again as 2024 Forbes Best-in-State Wealth Advisors

Litman Gregory Senior Advisors Chris Wheaton, CPA, CFP^® ,  Gretchen Hollstein, CFP^® and Monica Muñoz, CFP^® have been named by Forbes as Best-in-State Wealth Advisors for 2024. This is the fourth year in a row for Chris and Gretchen, and the second consecutive year for Monica. Published on Forbes.com, this annual list spotlights top advisors from across the country who have demonstrated high levels of ethical standards and success in the wealth management business. Forbes’ selection process is based on several key factors, including their years of experience, assets under management, compliance reviews, community involvement, and their approach to working with clients.

CEO Jeff Seeley said, “They have done it again! Monica, Gretchen, and Chris, have been recognized by Forbes as Best-in-State Wealth Advisors, another statement of the quality of our advisory team. Every one of our wealth advisors takes a focused and customized approach for each client to deliver tailor-made solutions to achieve their goals. I am so proud to be working with this team!”

Chris joined Litman Gregory in 1997, Gretchen in 2005, and Monica in 2007. Between them, they have over 60 years’ experience in the investment industry serving individuals, family groups, endowments, foundations, and retirement plans. Their collective specialties include income tax planning, retirement and financial independence planning, personal financial analysis, asset allocation, next gen accumulation phase planning, and multi-generation family gift and legacy planning.

The full list of Forbes Best-In-State Wealth Advisors can be viewed here.

2024 Forbes Best-In-State Wealth Advisors. Published 4/3/24, rankings based on data as of 6/30/23. Data compiled by SHOOK Research LLC for the period 6/30/22-6/30/23. Visit the following link to view Forbes’ publication: https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=1914b27a6ab9

The 2024 ranking of the Forbes’ Best-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 44,990advisors from across the U.S. were nominated, and over 26,000 were interviewed by SHOOK Research analysts. This year’s list covered 8,507 financial advisors in the U.S. Neither Forbes nor SHOOK receive a fee in exchange for rankings.