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

Contact

Lesley.Cannan@lgam.com | Connect on LinkedIn