Monica joined Litman Gregory in 2007 within the private client services group, and transitioned to Associate Advisor in 2010, and Advisor in 2013. Monica provides investment advice, financial analysis, and portfolio management services to our clients. Her experience includes working with individuals, family groups, foundations, endowments, and group retirement plans. Prior to joining Litman Gregory, she served as an Account Executive with Paul Financial, LLC, and prior to that, she served in client services at Alders Financial Solutions. Monica is a CERTIFIED FINANCIAL PLANNER™ (CFP®) earned a certificate in Personal Financial Planning from the University of California Berkeley, Extension, and is a graduate of Sonoma State University (BS – Business Administration; Concentration – Finance).