Lesley Cannan, CFP®
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 LGAM, 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)
  • Certified Financial Planner (CFP®)
  • Financial Planning Association, Member
  • Investments & Wealth Institute, Member

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

Let's discuss your financial plan.