Monica Muñoz

Analyst-Equity bij Litman Gregory Wealth Management LLC

Finance

Consumer Services

Actieve functies van Monica Muñoz

Bedrijven	Functie	Begin	Einde
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	-
	Portefeuillebeheerder-Aandelen	01-01-2018	-
	Corporate Officer/Principal	01-01-2007	01-01-2018

Bedrijven	Functie	Begin	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	-	-

Sonoma State University

Undergraduate Degree

Internationaal

Verenigde Staten

Operationeel

Corporate Officer/Principal	3
Undergraduate Degree	1
Analyst-Equity	1

Sectoraal

Finance	4
Consumer Services	2

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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