We are thrilled to share that Litman Gregory Senior Advisor Gretchen Hollstein, CFP® has once again been named to the list of Forbes Top Women Wealth Advisors for 2021. This year’s list features 1,000 advisors from across the country who have demonstrated exemplary client service and achieved success in the wealth management business.
“It’s truly an honor to be included in this esteemed list of professionals, and we appreciate Forbes and SHOOK Research for shining a spotlight on successful women in the advisory profession,” said Gretchen. “It’s also been gratifying to see our male-dominated industry attract more women financial advisors over the years, given that women compose 51% of the U.S. population, outnumber men graduating from college, and are pursuing professional careers in increasing numbers compared to prior generations. In the decade ahead, women are also expected to control a higher percentage of financial assets and take on more of the financial decisions for themselves and their families. This is the time to make sure women can see themselves within their financial support team.”
Building a service model that includes cultivating our team of female professionals is one way that Litman Gregory intends to continue serving individuals and families as long-term investors. We believe all our clients benefit from a diverse collection of perspectives and experiences.
“This recognition from Forbes reaffirms the work of our broader client advisory and service team, who share a collective commitment to high touch service and a focus on guiding clients through critical financial decisions,” added Gretchen.
Gretchen joined Litman Gregory in 2005 and became a principal in 2010. She has over 25 years of experience providing investment advisory services to individuals, family groups, and nonprofits. Her experience includes extensive work in personal financial analysis, asset allocation, retirement planning, and multi-generation family legacy planning.
Learn more about Gretchen here.
The Forbes ranking, developed by SHOOK Research, is based on qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Commentary from Our CIO—Year-End 2021
While there are a couple broad market risk scenarios around our base case to be aware of in 2022, our portfolios are strategically balanced and well-diversified, which should enable them to be resilient. Chief Investment Officer Jeremy DeGroot provides a review of 2021 and explains why we remain confident in our long-term investment process, discipline, and ability to navigate uncertain macro and market scenarios.
As 2021 comes to a close, we reflect on the challenges and opportunities of the past year and pause to extend a heartfelt thank you to our clients for their trust. Maintaining a spirit of ongoing innovation to meet our clients’ changing needs has always been an important part of Litman Gregory’s history – and this year was no different. Our organization continued to evolve, while keeping you, our clients, as our focus.
Sensiba San Filippo’s Cynthia Morris and Clients Join Litman Gregory
We are pleased to announce that we've entered into an agreement with Sensiba San Filippo Financial Advisers in which their clients and Financial Advisor Cynthia Morris have joined the Litman Gregory team effective December 13, 2021.