Alice Lowenstein, CFP®
Managing Director, Principal

Alice joined Litman Gregory Asset Management in 2008, became a principal in the firm in 2011, and is a member of the firm’s Executive Team. She oversees Litman Gregory’s Investment Management Services (IMS) group, which encompasses wealth management and institutional advisory services. Prior to joining Litman Gregory, Alice worked at Fidelity Investments and Morningstar.

Achievements & Credentials

  • Stephens College
  • Certified Financial Planner (CFP®)
  • Charles Schwab Leadership Program (2017)
  • Reviewer for the Journal of Financial Planning

Personal Obsessions

  • Book and paper arts
  • Apple season
  • Litman Gregory clients and people

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