Gretchen Hollstein, Cfp® Email & Phone Number

For over 25 years my career has centered on providing investment management and personal financial analysis to individuals and families. I feel rewarded by helping each family or individual develop and evolve a unique plan, especially as they go through times of change, such as starting or leaving work, family transitions, selling a business, receiving inheritance, and other changes. I am motivated by collaborating with clients to create and implement a sound plan for their financial independence. It's an honor to also have been recognized in my field, having been included in the 2020, 2021, 2022, 2023, 2024 Forbes Best in State Best-in-State Wealth Advisor list, and the 2020, 2021, 2022, 2023, 2024 Forbes Top Women Wealth Advisor* national list.It is also important to me to use my experience to give back in my community, which I do as a volunteer for non-profit organizations, pro-bono financial education, and as a presenter for numerous meetings and conferences on financial topics. I also served as President and Chairperson of the San Francisco Chapter of the Financial Planning Association, and currently serve on non-profit Compass Family Services' Leadership Council. ABOUT LITMAN GREGORY WEALTH MANAGEMENT:Founded in 1987, Litman Gregory Wealth Management is a San Francisco Bay Area firm and a pioneer in providing independent wealth management services. For over three decades, Litman Gregory has focused on providing in-depth investment research and personalized wealth management to individuals and multigenerational families to help them achieve their financial goals. The company also supports nonprofit organizations by serving as their fiduciary partner and outsourced chief investment officer. In June 2021 Litman Gregory joined IM Global Partner, a privately held global asset management network dedicated to investment and wealth management. Combining capabilities, common values and strengths, which are focused on commitment to investment excellence, innovation and client service, Litman Gregory Wealth Management will be able to further enhance service to clients for years to come.*Forbes’ Best-in-State Wealth Advisors and Top Women Wealth Advisors lists were developed by SHOOK Research and based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm. Neither Forbes, nor Working Mother Magazine, nor SHOOK receive a fee in exchange for rankings.

Listed skills include Wealth Management, Retirement Planning, Asset Management, Asset Allocation, and 6 others.