Litman Gregory Wealth Management and Sensiba San Filippo Financial Advisers (SSFFA), a subsidiary of Sensiba San Filippo, are pleased to announce an agreement in which clients of SSFFA and Financial Advisor Cynthia Morris have joined the Litman Gregory team effective December 13, 2021. Litman Gregory Wealth Management is a subsidiary of the worldwide asset management network iM Global Partner.
The two firms have a longstanding relationship that included Litman Gregory providing research to support investment management for SSFFA’s $52 million in client assets through its AdvisorIntelligence research platform. According to Sensiba San Filippo Co-Founder John Sensiba, “Our firms share a total commitment to clients and over many years have built strong mutual respect for the expertise we each bring in helping them achieve their goals. That client-first focus is reflected in this agreement, which we believe ultimately best serves clients.”
iM Global Partner Deputy CEO Jeff Seeley, who oversees Litman Gregory Wealth Management’s business, said, “We welcome Cynthia to our team and look forward to continuing to work closely with Sensiba San Filippo in the years ahead. Excelling for clients is driven by great people, and that shows in the strong culture Sensiba has built.”
Advisor Cynthia Morris joins Litman Gregory as a Senior VP—Senior Advisor with more than 13 years of wealth planning experience working with high-net-worth clients. According to SSFFA Principal Jerry Krause, “Cynthia shares the passion Litman Gregory brings to helping individuals and families reach their financial goals and it was the great cultural fit that allowed us together to realize this opportunity.”
About Sensiba San Filippo Financial Advisers
Sensiba San Filippo Financial Advisers helps its clients define and successfully reach their financial planning and investment goals. The firm started with one goal in mind — provide clients with peace of mind that their financial matters are being handled safely, securely, and seamlessly. The company’s strong affiliation with Sensiba San Filippo provides a collaborative team of financial advisers and tax professionals ready to help high-net-worth individuals and privately-held or family business owners every step of the way. Sensiba San Filippo Financial Advisers offers life planning, financial review, risk analysis, tax considerations, investment planning, and access to a trusted referral network.
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