Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Blair Muñoz is a Certified Financial Planner™ and a registered Investment Advisor Representative with Litman Gregory Wealth Management, LLC in Larkspur, CA. Monica has been in the industry since October 2007 and has been registered with the state of California since January 21, 2014. Monica specializes in portfolio management for individuals, businesses, and investment companies. Litman Gregory Wealth Management, LLC is a fee-only firm that provides financial planning and investment management services to high-net-worth individuals, families, and institutions. The firm has a strong commitment to providing personalized, objective advice and has a long history of successful investment performance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/21/2014 - Present
Litman Gregory Wealth Management, LLC (LARKSPUR CA)
Active
Inactive
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