Lesley joined Litman Gregory in 2012 and provides investment advice, financial analysis and portfolio management services to individuals, foundations, endowments, and group retirement plans. Prior to LGAM, Lesley managed client relationships at Fidelity Investments and Core Asset Management Company.

Specialties

• Legacy Planning
• Tax, Estate, and Insurance Coordination
• Cash Flow Scenario Planning

Achievements & Credentials

• University of Montana (B.A., Liberal Arts)
• San Francisco State University (Executive Certificate in Financial Planning)
• Certified Financial Planner (CFP®)

Personal Obsessions

• My kids
• Books, podcasts, and community lecture events
• Planning our next family trip

Contact

Lesley.Cannan@lgam.com | Connect on LinkedIn