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

Disclosures and Proof of License

SEC Profile

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