Lesley Cannan, CFP®, CPWA®, AIF®, CDFA®
Partner, Managing Director
Lesley Cannan, CFP®, CPWA®, AIF®, CDFA®Request an Appointment | Office Information
Lesley is a Partner and Managing Director in the Beacon Pointe Larkspur, CA office. She specializes in providing comprehensive wealth planning and investment advisory services to high-net-worth individuals, multi-generational families, foundations, and endowments. Lesley joined Beacon Pointe in 2025 through the acquisition of Litman Gregory Wealth Management and brings more than a decade of experience delivering thoughtful, client-focused guidance. Prior to her tenure with Litman Gregory, Lesley served in advisory and investment roles at Fidelity Investments and Core Asset Management. She has pursued advanced professional education through the University of Montana, San Francisco State University, and the Yale School of Management, and she holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor (CPWA®), Accredited Investment Fiduciary (AIF®), and Certified Divorce Financial Analyst (CDFA®) designations. Outside of the office, Lesley enjoys spending time with her family, exploring local beaches and trails with her dogs, attending community lecture events, and planning her next travel adventure.
