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.
Gretchen Hollstein and Monica Muñoz Named to 2021 Top Wealth Advisor Moms List
We are pleased to announce that Senior Advisors Gretchen Hollstein, CFP® and Monica Muñoz, CFP® have been named as two of the country’s Top Wealth Advisor Moms for 2021 by Working Mother. This recognition is a testament to their passion for both roles they hold, advisor and parent.
Commentary from Our CIO—Third Quarter 2021
Chief Investment Officer Jeremy DeGroot reviews key elements of the global macro environment and how they impact our financial market outlook: COVID-19, U.S. economic policy, growth, and inflation. He also covers our reasons for near-term caution on U.S. stocks, and an in-depth review of emerging market equities, in light of recent market headlines and regulatory developments in China.
Introducing Litman Gregory’s Updated Logo
For many years, our team has referred to the services we offer to our clients as "wealth management". To us, this communicates that we provide both investment management and financial planning in an integrated way to support their broader wealth planning goals. As of today, we have officially updated our name and logo.