Leslie Knudsen | President & CEO, Knudsen & Associates, Inc.
With over 40 years of experience in financial services, Leslie Knudsen, President and CEO of Knudsen & Associates, Inc., has built a career focused on trust, safety, and long-term results. Her mission is to help clients protect their wealth, grow their income, and plan confidently for the future — without taking unnecessary risks.
Leslie specializes in retirement planning, tax-efficient income strategies, long-term care preparation, and legacy planning. She believes financial planning should always begin with understanding what matters most to each client — their goals, values, and family priorities. Every strategy she designs is built to preserve principal, generate dependable income, and minimize taxes, while keeping assets protected from market volatility.
Unlike many advisors who work in isolation, Leslie believes in a collaborative approach. She welcomes the opportunity to coordinate with her clients’ attorneys, accountants, and other financial professionals to ensure every aspect of their plan works together seamlessly. This team-based strategy helps eliminate gaps, reduce risk, and create a unified financial roadmap.
At Knudsen & Associates, Inc., clients are treated like family. Leslie takes pride in developing relationships built on honesty, transparency, and lifelong support. Whether you’re approaching retirement, preparing for long-term care needs, or ensuring your estate is properly structured, she provides personalized guidance every step of the way.
Her philosophy is simple: keeping your money safe, growing, and working for you. With deep expertise and decades of proven results, Leslie continues to empower individuals and families to make confident, informed decisions about their financial futures.
If you’re ready to experience the peace of mind that comes from a well-structured, secure plan, contact Leslie Knudsen at Knudsen & Associates, Inc. References are available upon request.
🔷 Resident License: Florida 🔷 E&O Coverage: Active 🔷 Experience: 10+ Years 🔷 Regulatory History: No Issues 🔷 Planning Approach: Suitability-Based 🔷 Focus Areas: Fixed Annuities, Life insurance, Indexed Annuities, Retirement Income Planning, Wealth Transfer & Legacy Planning 🔷 Fee Disclosure: Provided Upon Request | Self-Reported by Advisor | SafeMoney.com Does Not Independently Verify Credentials
