Lesley Cannan, CFP®, CPWA®, AIF®
Director - Senior Advisor
Lesley joined Litman Gregory in 2012 and provides wealth planning and investment advisory services to high-net-worth individuals, family groups, foundations and endowments. Prior to Litman Gregory, Lesley served with Fidelity Investments and with Core Asset Management Company.
Specialties
- Multi-Generation Families
- Tax, Estate, and Insurance Coordination
- Portfolio Management
Achievements & Credentials
- University of Montana (B.A., Liberal Arts)
- San Francisco State University (Executive Certificate in Financial Planning)
- Yale School of Management (Executive Certificate in Wealth Management Theory and Practice)
- Certified Financial Planner (CFP®)
- Certified Private Wealth Advisor (CPWA®)
- Financial Planning Association, Member
- Investments & Wealth Institute, Member
- Accredited Investment Fiduciary (AIF®)
Personal Obsessions
- My family!
- Books, podcasts, and community lecture events
- Exploring local beaches and trails with my dogs
- Planning our next travel adventure