Lesley Cannan, CFP®
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 LGAM, Lesley served with Fidelity Investments and with Core Asset Management Company.
- 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)
- Certified Financial Planner (CFP®)
- Financial Planning Association, Member
- Investments & Wealth Institute, Member
- My family!
- Books, podcasts, and community lecture events
- Exploring local beaches and trails with my dogs
- Planning our next travel adventure
Lesley.Cannan@lgam.com | Connect on LinkedIn