Gretchen joined Litman Gregory in 2005 and became a principal in 2010. She has over 20 years of experience providing investment advisory services to high net worth individuals, families, and nonprofits. Her experience includes extensive work in personal financial analysis, asset allocation, retirement planning, and multi-generation family legacy planning. Prior to Litman Gregory, Gretchen served as Portfolio Manager with Bay Isle Investment Advisors, and as Vice President with Fremont Investment Advisors (a division of the Bechtel family office).

Specialties

• Individuals
• Multi-Generation Families
• Business Owners

Achievements & Credentials

• University of California, Santa Barbara (B.A., Business Economics, B.A., Psychology)
• University of California – Berkeley Extension (Certificate in Personal Financial Planning, Awarded with Distinction)
• Certified Financial Planner (CFP®)
• Past President and Board Chairperson, San Francisco chapter of the Financial Planning Association (FPA)
• Recognized on Working Mother’s 2019, 2020, and 2021 Top Wealth Advisor Moms List* 
• Named as a 2020, 2021, 2022 and 2023 Forbes Best-in-State Wealth Advisor**
• Named as a 2020, 2021, 2022 and 2023 Forbes Top Women Wealth Advisor**
• Interviewed and quoted in Industry Publications such as Barron’s, Wall Street Journal, San Francisco Business Times & North Bay Business Journal.

Personal Obsessions

• Exploring with my family and being amazed by my kids
• Enjoying a good game at the ballpark, keeping score for the SF Giants
• Spreading financial education through public speaking and pro bono events

Contact

[email protected] | Connect on LinkedIn

*Four hundred advisors from across the U.S. were recognized in this prestigious survey. Working Mother and SHOOK Research rank advisors based on the volume of assets overseen by the advisors and their teams, revenues generated for the firm, and the quality of the advisors’ practices.

**Forbes’ Best-in-State Wealth Advisors and Top Women Wealth Advisors lists were developed by SHOOK Research and based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm. Neither Forbes nor SHOOK receive a fee in exchange for rankings.