We are committed to providing a deep team of experienced professionals to support our clients’ financial success in the decades and generations to come. For that reason, we are excited to share the latest news from within the Litman Gregory team.
Monica Muñoz, CFP®, was recently promoted to Senior Advisor. This promotion reflects the breadth and depth of Monica’s trusted role in guiding and supporting the complex needs of our clients. As a Senior Advisor, Monica will continue to serve as the Manager of Wealth Planning Services, focused on developing and refining our wealth planning services and strengthening the operational platform that supports our work with clients.
Monica has been serving Litman Gregory clients since 2007, providing investment advice, financial analysis, and portfolio management services to individuals, family groups, foundations, endowments, and group retirement plans.
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Past performance is no guarantee of future results, and there is no guarantee that the views and opinions expressed in this newsletter will come to pass. Individual client needs, asset allocations, and investment strategies differ based on a variety of factors.
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