
Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs
November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...


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As an Advisory Consultant on the Moneta Advisory Services Team, Jennifer Litsas’ top priority is to serve her clients’ best interests. She enjoys building relationships and working together to help clients focus on what is most important to them.
Jennifer graduated from Virginia Tech with a BS in Finance, CFP® Education Option. She earned her CERTIFIED FINANCIAL PLANNER® designation in 2012.
Jennifer’s experience of providing comprehensive financial planning began at a small financial planning firm in San Francisco. She then expanded her knowledge and expertise working within a financial services firm while living in Sydney, Australia.
One of Jennifer and her family’s core values is travelling. Whether it is domestically or internationally, there is so much to learn about the world and people in it. Prior to joining Moneta in 2020, Jennifer and her husband enjoyed a 10-month sabbatical travelling around the world visiting 24 countries across five continents.
Outside of Moneta, Jennifer enjoys spending time with her husband and two sweet little girls adventuring, skiing, hiking, or simply at the playground in Wash Park. She enjoys getting to know Denver and the surrounding areas better and is looking forward to opportunities for engagement as she continues to dig roots into the local community.
Dive into the latest insights from our expert team with our personal touch.

November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...

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