Andres Ledesma
Dallas, TX
Verified Identity
Northwestern Mutual
Years of Experience
5 years
Member Since
2022
Allow Me to Introduce Myself
The Ledesma Financial Planning practice was founded in 2020 and operates out of North Dallas. We currently serve clients across the United States. Our clients consist of First Generation Americans, professionals, business owners, families and anyone with a desire to enhance their financial future. T...
Clientele
New Investors
Real Estate Agents
Real Estate Developers
Parents of Special Needs Children
Business Owners
1st Generation Americans
Building Industry Professionals
Healthcare Workers
Services Provided
Investment Management
Estate Planning Strategies
Insurance
Financial Planning
Specialties and Expertise
College Planning
Retirement Income
Business Ownership Strategies
Alternative Investments
High Net Worth Planning
Cash Flow Analysis
Succession Planning
Trust Services
Portfolio Construction
Tax Minimization Inv...
Pricing Models
AUM
Education
LeTourneau University
Interdisciplinary Studies: Finance, Business, Theology
Obtained in 2018
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