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.
“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.
Insight Newsletter—Spring 2023
Our Insight Newsletter is now available. Included in this edition: Investment Commentary Research Update: Trend Following with Managed Futures Tax Planning Opportunities from
Our Larkspur Office is Moving – Next Door!
Effective May 30th, we will relocate into a beautifully renovated suite designed with more space for hosting visitors and collaboration among team members. We look forward to hosting our clients and friends of the firm in this new office.
Schwab Account Owners Targeted in New Phishing Scam
Charles Schwab sent out an alert that their account owners have recently become the target of a sophisticated phishing scam in an attempt by fraudsters to gain access to their assets and other sensitive data. In this post, we share the details about this scam that account owners should look out for and ways that you can protect yourself from this and other fraud attempts.