Our Team

John Baxman, CFP®
Senior Advisor, Principal

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 joining Litman Gregory, 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. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a graduate of Sonoma State University (Business, Finance).

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