There's nothing quite as personal as finances. It affects nearly every aspect of life, and yet so many financial advisors take a "one-size-fits-all" approach. Preparing for the next steps 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 and mentorship 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 process.
At one point in a person's life, personal finances may seem like an overwhelming topic. When that confusion and fear are gone, individuals are better prepared to make decisions that will serve them and their family well.
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 lends itself to adjusting a goal when "life happens" to allow you to stay on track.
More than just investments, our team focuses on partnering with our clients throughout their life to stay on track with all of life's milestones.
Additional Areas of Focus
401(k) plans | 403(b) plans | Portfolio reviews | Protection strategies | Brokerage accounts | Stocks | Retirement Webinars
- Retirement Income Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Insurance & Annuities
- Military Professionals & Veterans
- Hispanic Family Finances
My Personal Interests
- Community Outreach
- Personal Fitness
Office Address2417 Meridian St
Bellingham, WA 98225
Phone NumberJose L Ledesma at (360) 734-1494
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
- Web Conferencing
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