John joined Litman Gregory in 2009 and became a Principal in 2016. He provides comprehensive wealth management services to individuals and multi-generational families that includes retirement planning, portfolio management, and tax optimization strategies. Prior to LGAM, John served for 12 years as Vice President and Senior Account Executive with Fidelity Investments, where he was responsible for investment guidance and client service in their Private Client Group.

Specialties

• Multi-Generational Families
• Retirement Planning
• Tax-Optimization Strategies

Achievements & Credentials

• Sonoma State University (B.S., Finance)
• Certified Financial Planner (CFP®)
• Marin County Estate Planning Council

Personal Obsessions

• Mountain biking
• Playing golf with my kids

Contact

John.Baxman@lgam.com | Connect on LinkedIn