Trudy Fitzpatrick
Associate - Client Services

Trudy joined Litman Gregory in 2019.  Prior to joining Litman Gregory, Trudy worked with Taylor Welz of Welz Financial Services, Inc. for nine years. She has worked in the investment industry for over 25 years, focusing on client service, operations and administration. Trudy even worked briefly with Ken Gregory in Stockton prior to Litman Gregory’s founding. Today, Trudy works with Litman Gregory’s Stockton-based advisory team to support a variety of client needs and she coordinates the day-to-day operation of the Stockton office.


  • Truly caring about each client she services

Achievements & Credentials

  • Napa Community College

Personal Obsessions

  • Travel with my husband
  • Spending time with family


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