Monica Blair Munoz

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2007 → 02/2026
  Litman Gregory Wealth Management
  Larkspur, CA
• 01/2026 → Present
  Beacon Pointe Advisors, Llc
  Larkspur, CA

Previous Registrations

• 2014-01-21 → 2026-02-26
  Litman Gregory Wealth Management, Llc
  Larkspur, CA
  Paris

Designations

• Certified Financial Planner

Other Names

• Monica Blair Lorenzen
• Monica Blair Muñoz