![Monica Lorenzen](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Monica Lorenzen
Profile
Prior to joining Litman/Gregory, Ms. Lorenzen served in several capacities with Paul Financial, LLC, most recently as a Wholesale Account Executive.
Before that, she worked with Alders Financial Solutions, a financial planning firm in Novato, CA.
Ms. Lorenzen is a graduate of Sonoma State University (BS - Business Administration; Concentration - Finance
Former positions of Monica Lorenzen
Companies | Position | End |
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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. | Corporate Officer/Principal | - |
Training of Monica Lorenzen
Sonoma State University | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 1 |
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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 |
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