Edward Jones - Jose Ledesma, ChFC®

There's nothing quite as personal as finances. It affects nearly every aspect of life, and yet many take a ''one-size-fits-most'' approach. Preparing for the next chapters of life can be both challenging and complicated. My passion is helping our clients maneuver through every step of the process with clarity and confidence.

Having retired from the United States Marine Corps after 20 years, I understand how teamwork, mentorship, and effective strategies profoundly affect accomplishing short-term and long-term goals. I am passionate about being part of our client's team, and I strive to make sure they feel heard and understood throughout the whole process.

At one point in a person's life, personal finances may seem like an overwhelming topic. When the confusion and fear are gone, individuals are better prepared to make decisions that will serve them and their family well for generations to come.

As we get to know our clients, their lifestyles and their financial goals, our team creates customized strategies for each financial goal. Although there are multiple ways to accomplish a goal, a tailored approach that allows for adjustments to occur as ''life happens'' to you is critical to your success.

More than just investments, our team focuses on walking the journey with you through the peaks and valleys to guide in the most appropriate direction.

Areas of Focus:

Portfolio Reviews | Protection Strategies | Non-Retirement Accounts | Traditional and Roth Individual Retirement Accounts | Stocks | Retirement Seminars & Webinars | 401(k) | 403(b)