Gretchen Hollstein & Monica Muñoz Named as 2024 Forbes Top Women Wealth Advisors Best-in-State

March 8, 2024

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 2024. This year’s list spotlights 1,991 advisors nationwide who collectively manage $2.8 trillion for clients.

“Congratulations to Gretchen and Monica for being recognized again as one of the Best-in-State Women Wealth Advisors by Forbes!” said Jeff Seeley, CEO. “The achievements of Gretchen and Monica resonate even more profoundly in the light of a recent Fidelity study highlighting one of women’s “financial superpowers” as their tendency to maintain a steady course during market volatility. Their steady guidance and strategic foresight exemplify women’s strengths in financial decision-making and wealth management. This recognition is a testament to Monica and Gretchen’s exceptional expertise, dedication, and the positive impact they have on our clients’ financial journeys.

They each have also mentioned many times that this recognition is made possible by the hard work of the entire team at Litman Gregory Wealth Management. Working alongside such talented team is both an honor and a privilege.”

Senior Advisor Gretchen Hollstein

Gretchen has previously been recognized by Forbes as one of the Top Women Wealth Advisors  and Best-in-State Wealth Advisors in both 2020, 2021, and 2023. 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.

Senior Advisor Monica Munoz

Monica has previously been named as one of Forbes’ Top Women Wealth Advisors in 2022 and 2023 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.


Data provided by SHOOK® Research, LLC — Data as of February 2024. 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 SHOOK is a registered trademark of SHOOK Research, LLC.

Helpful Insights