Leslie Knudsen

President/CEO at Knudsen & Associates, Inc.

Sarasota, Florida

Contact Leslie Knudsen in Sarasota, Florida

Phone: 941-888-2271 | 561-400-2973

Email: leslie@knudsenandassociates.com

Website: https://safemoney.com/florida/leslie-knudsen/

Areas of Expertise in Sarasota, Florida

Fixed AnnuitiesIndexed AnnuitiesLife InsuranceRetirement Income PlanningWealth TransferAnnuitiesLong Term Care PlanningTax PlanningPension PlanningEstate Planning

About Leslie Knudsen — Sarasota, Florida

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, accounta...

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