Monica Lorenzen

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Finance

Consumer Services

Profil

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

Ehemalige bekannte Positionen von Monica Lorenzen

Unternehmen	Position	Ende
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	-

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Ausbildung von Monica Lorenzen

Sonoma State University

Undergraduate Degree

Erfahrungen
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