Monica Muñoz
Analyst-Equity bij Litman Gregory Wealth Management LLC
Profiel
Ms. Monica Muñoz is a Senior Vice President & Senior Advisor at Litman Gregory Wealth Management LLC.
She 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, her 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.
Ms. Muñoz is a graduate of Sonoma State University (BS – Business Administration; Concentration – Finance).
She is a Certified Financial Planner earned a certificate in Personal Financial Planning from the University of California Berkeley.
Actieve functies van Monica Muñoz
| Bedrijven | Functie | Begin |
|---|---|---|
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Analyst-Equity | 01-01-2018 |
Eerdere bekende functies van Monica Muñoz
| Bedrijven | Functie | Einde |
|---|---|---|
Paul Financial LLC
 Paul Financial LLC Finance/Rental/LeasingFinance Paul Financial LLC provides mortgage banking services. The firm has offices in California, Nevada, Utah, Idaho, Montana, Wyoming, Oregon, Washington, Colorado, Arizona, and New Mexico. The company was founded in 2003 and is headquartered in San Rafael, CA. | Corporate Officer/Principal | - |
Alders Financial Solutions
 Alders Financial Solutions Investment ManagersFinance Alders Financial Solutions provides investment advice. The private company is based in Novato, CA. | Corporate Officer/Principal | - |
Opleiding van Monica Muñoz
| Sonoma State University | Undergraduate Degree |
Ervaring
Beklede functies
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| Bedrijven in privébezit | 3 |
|---|---|
Paul Financial LLC
Paul Financial LLC Finance/Rental/LeasingFinance Paul Financial LLC provides mortgage banking services. The firm has offices in California, Nevada, Utah, Idaho, Montana, Wyoming, Oregon, Washington, Colorado, Arizona, and New Mexico. The company was founded in 2003 and is headquartered in San Rafael, CA. | Finance |
Alders Financial Solutions
Alders Financial Solutions Investment ManagersFinance Alders Financial Solutions provides investment advice. The private company is based in Novato, CA. | Finance |
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Finance |
