Monica Muñoz Recognized on Forbes 2021 Top Next-Gen Wealth Advisors List

September 29, 2021

We are pleased to announce that Senior Advisor Monica Muñoz, CFP® has been named to Forbes magazine’s 2021 Top Next-Gen Wealth Advisors list.

This year’s list showcases the top 500 rising advisors under the age of 40 who combined manage more than $1 trillion in client assets. Monica was selected from a group of over 3,300 individuals considered for the Next-Gen ranking.

Senior Advisor Monica Munoz

“It’s an honor to be included on this list of professionals that represent the future of the wealth management industry,” said Monica. “It reflects our firm’s focus on building a team of advisors that can support our clients and their next generations for decades to come. Every member of our team shares a singular and overriding commitment to our clients’ financial success, and I’m grateful for the trust our clients place in me and in the broader team at Litman Gregory.”

In Litman Gregory’s more than thirty-year history we have had the privilege to create multi-decade relationships with our clients and their families. Our advisors partner with people in many stages of life and strive to help them enhance and preserve their wealth for generations to come.

“This is a well-deserved recognition of Monica’s valued work for her clients,” commented Jeff Seeley, Deputy CEO of iM Global Partner. “She plays an integral role in developing and delivering on the service that the advisory team offers to multigenerational families. Taking care of our clients’ financial future for generations means we are always looking out for their best interest.”

Monica has been serving Litman Gregory clients since 2007, providing wealth planning and investment advisory services to individuals, families, and nonprofits, with a specialty in next generation wealth.

Learn more about Monica 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.