Our Team

Monica Muñoz, CFP®
Advisor, Manager of Wealth Planning Services

Monica has been serving Litman Gregory clients since 2007, providing investment advice, financial analysis, and portfolio management services to individuals, family groups, foundations, endowments, and group retirement plans. In 2018, Monica’s role expanded to include Manager of Wealth Planning Services in which she serves to ensure we continue to grow the depth and expertise we offer for our clients’ wealth planning needs. Prior to LGAM, she worked at Paul Financial, LLC, and in client services at Alders Financial Solutions.

Specialties

  • Next Gen Wealth
  • Tech Professionals
  • Wealth Planning

Achievements & Credentials

  • Sonoma State University (B.S., Business Administration)
  • U.C. Berkeley Extension (Certificate in Personal Financial Planning)
  • Certified Financial Planner (CFP®)
  • Financial Planning Association, member

Personal Obsessions

  • Proud military spouse
  • Spending time with my husband, daughter and Shih Tzu
  • The Container Store®
  • Golden State Warriors

Contact

Monica.Munoz@lgam.com | Connect on LinkedIn

Let's discuss your financial plan.