Financial Advisors in Larkspur, California

Anthony is a Partner and Managing Director in the Beacon Pointe St. Louis, MO office. With over 40 years of experience in the investment industry, Tony provides wealth management services to high-net-worth individuals, multi-generational families, foundations, and corporations. He joined Beacon Pointe in 2025 through the Litman Gregory Wealth Management acquisition, following their prior acquisition of Wedgewood Partners’ Private Client business in 2023. Tony Founded Wedgewood Partners in 1988 after launching Mark Twain Brokerage Services, one of the first commercial bank brokerage businesses in the United States. During his tenure at Mark Twain Bancshares, he also led the Capital Markets Group, firmwide operations, and corporate IT strategy, work highlighted in several Harvard Business School case studies. Tony earned his MBA from Harvard Business School after serving in the U.S. Army. He received his commission upon graduating from the United States Military Academy at West Point with a B.S. in Engineering. Originally from the Bronx, NY, Tony and his wife, Joanne, have four sons and seven grandchildren.

Chris is a Partner and Managing Director in the Beacon Pointe Larkspur, CA office, bringing more than 25 years of experience in the investment industry, advising individuals, families, endowments, foundations, and retirement plans with a thoughtful, goals-based approach. He joined Beacon Pointe through the 2025 acquisition of Litman Gregory Wealth Management, where he had been a principal since 2001. During his tenure at Litman Gregory, he also served as Co-CEO of the Litman Gregory companies and Managing Principal of the firm’s Investment Advisory business. Prior to Litman Gregory, Chris was a Senior Manager at Arthur Andersen, serving clients in the Investment Advisory and Personal Financial Planning groups. He holds a bachelor’s degree in accounting from the University of Illinois-Urbana-Champaign and is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. Recognized as a Forbes Best-in-State Wealth Advisor from 2020-2025, Chris enjoys traveling internationally and biking – both mountain and road.

Craig is a Partner and Managing Director in the Beacon Pointe Larkspur, CA office. He provides investment management services to high-net-worth individuals, family groups, foundations, endowments, and retirement plans, drawing on broad experience across asset classes, including venture capital, private equity, and real estate. Craig previously served as a principal at Litman Gregory Wealth Management, which was acquired by Beacon Pointe in 2025, after joining the firm in 2003. His earlier career included roles with Global Asset Management in London and Sydney, as well as several Canadian and U.S.-based financial firms. Craig earned his MBA from the University of British Columbia, studied at London Business School, and holds the Chartered Financial Analyst (CFA®) designation. Outside of the office, he enjoys spending time with family and continuously fine-tuning his golf swing.

John is a Partner and Managing Director in the Beacon Pointe Larkspur, CA office. John provides comprehensive wealth management services to individuals and multi-generational families, helping clients navigate retirement planning, portfolio management, and tax-efficient strategies with a thoughtful, client-focused approach. John joined Litman Gregory Wealth Management in 2009, which was acquired by Beacon Pointe in 2025, and became a principal in 2016. Earlier in his career, he spent 12 years as a Vice President and Senior Account Executive at Fidelity Investments, advising clients within their Private Client Group. John earned his bachelor’s degree in Finance from Sonoma State University and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. He is a member of the Marin County Estate Planning Council and he enjoys mountain biking and playing golf with his kids.