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Monica Blair Munoz

Beacon Pointe Advisors, LLC

Larkspur, CA

Newport Beach, CA

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-14
  • CA RA
    APPROVED
    Since 2026-01-14

Branch Locations

1100 Larkspur Landing Circle Suite 300, Larkspur, CA 94939 • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Litman Gregory Wealth Management Larkspur CA 10/2007 02/2026
Beacon Pointe Advisors, Llc Larkspur CA 01/2026 Present
Previous Registrations
  • 2014-01-21 → 2026-02-26
    Litman Gregory Wealth Management, Llc
    Larkspur, CA
    Paris
Designations
Other Names
  • Monica Blair Lorenzen
  • Monica Blair Muñoz

View on SEC IAPD

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