John Baxman, CFP®
Partner, Managing Director

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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.