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Monica Muñoz
Portefeuillebeheerder-Aandelen bij
Beacon Pointe Advisors LLC
Profiel
Ms. Monica Muñoz is a Partner & Managing Director at Beacon Pointe Advisors LLC.
She provide comprehensive wealth planning and investment advisory services to high-net-worth individuals, families, and nonprofit organizations for over 20 years.
Prior to joining Beacon Pointe through the acquisition of Litman Gregory Wealth Management, she held roles at Paul Financial, LLC, and Alders Financial Solutions.
She enhanced her financial expertise through the Personal Financial Planning program at U.C.
Berkley Extension and holds a bachelor’s degree in Business Administration from Sonoma State University.
Actieve functies van Monica Muñoz
| Bedrijven | Functie | Begin |
|---|---|---|
Beacon Pointe Advisors LLC
 Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform. | Portefeuillebeheerder-Aandelen | 31-12-2025 |
Eerdere bekende functies van Monica Muñoz
| Bedrijven | Functie | Einde |
|---|---|---|
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance LGWM aims to grow and protect their clients’ long-term assets, while supporting their ongoing financial goals. The firm’s investment team is focused on creating and managing globally diversified portfolios based on rigorous asset class analysis and demanding due diligence on individual investment opportunities such as alpha-driven active managers, index funds, and select private investments. They use economic scenario analysis as a primary means to assess the risk in their strategies. | Analyst-Equity | 31-12-2025 |
Paul Financial LLC
 Paul Financial LLC Finance/Rental/LeasingFinance Provides mortgage banking services | Corporate Officer/Principal | - |
Alders Financial Solutions
 Alders Financial Solutions Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Opleiding van Monica Muñoz
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
45
Eerstegraads connecties
5
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Paul Financial LLC
Paul Financial LLC Finance/Rental/LeasingFinance Provides mortgage banking services | Finance |
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance LGWM aims to grow and protect their clients’ long-term assets, while supporting their ongoing financial goals. The firm’s investment team is focused on creating and managing globally diversified portfolios based on rigorous asset class analysis and demanding due diligence on individual investment opportunities such as alpha-driven active managers, index funds, and select private investments. They use economic scenario analysis as a primary means to assess the risk in their strategies. | Finance |
Sonoma State University
 Sonoma State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Beacon Pointe Advisors LLC
Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform. | Finance |
Alders Financial Solutions
Alders Financial Solutions Investment ManagersFinance Provides investment advice | Finance |
