Monica Muñoz, CFP®
Partner, Managing Director

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Monica is a Partner and Managing Director in the Beacon Pointe Larkspur, CA office, providing comprehensive wealth planning and investment advisory services to high-net-worth individuals, families, and nonprofit organizations for nearly 20 years. Prior to joining Beacon Pointe through the acquisition of Litman Gregory Wealth Management, Monica held roles at Paul Financial, LLC, and Alders Financial Solutions. She enhanced her financial expertise through the Personal Financial Planning program at U.C. Berkley Extension and holds a bachelor’s degree in Business Administration from Sonoma State University. Monica is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and an active member of the Financial Planning Association. Her industry recognition includes Working Mother’s 2021 Top Wealth Advisor Moms List, Forbes Top Women Wealth Advisors Best-in-State (2022-2025), and Forbes Best-in-State Wealth Advisor lists (2022-2025). A Northern California native, Monica enjoys spending time with her husband and daughters, perfecting organizational projects, and cheering on the Golden State Warriors.