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Andres Ledesma | Financial Advisor

Profile img for Andres Ledesma, financial advisor at Northwestern Mutual
Dallas, TX
Andres Ledesma
Financial Advisor
Northwestern Mutual

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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. The planning philosophy we adhere to is the integration of risk management and investments, with long-term consistent results to optimize our clients' net worth and reduce financial uncertainty.
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Specialties and Expertise

10
College Planning
Retirement Income
Business Ownership Strategies
Alternative Investments
High Net Worth Planning
Cash Flow Analysis
Succession Planning
Trust Services
Portfolio Construction
Tax Minimization Investment Strategies

Clientele

8
New Investors
Real Estate Agents
Real Estate Developers
Parents of Special Needs Children
Business Owners
1st Generation Americans
Building Industry Professionals
Healthcare Workers

Education

1
LeTourneau UniversityInterdisciplinary Studies: Finance, Business, TheologyYear Obtained: 2018
Quick Facts About Andres
Years of Experience:5 yearsMember since:2022

Services Provided

How I help my clients

Investment Management

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Estate Planning Strategies

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Insurance

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Financial Planning

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Pricing Models

AUM

Proof of License

BrokerCheck
SEC Profile
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Dallas, TX
Andres Ledesma
Financial Advisor
Northwestern Mutual
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