Pankaj (Pete) Udeshi

Pankaj (Pete) Udeshi

Financial Advisor

I have been in  financial services for over 25 years, having started in 1987 with Prudential Life Insurance Co. After completing my Bachelor’s degree in Economics from Bombay University, I worked for an Engineering Company for 7 years before coming to USA in 1980. I was anxious to continue my studies and went to Texas Christian University (TCU) in Fort Worth for my MBA in Marketing and Finance.

In 1987, I obtained my license for Life, Disability and Health insurance and started my progress toward becoming a full-service financial advisor. I obtained my Series 6, 63, 7 and 65 licenses and became a Registered Investment Advisor. I earned my LUTCF (Life Underwriter Training Council Fellow) designation from the American College and later also obtained the RFC (Registered Financial Consultant) designation from the International Association of Financial Consultants. In addition, I hold licenses for Life, Health and Disability insurance.

I am member of the Opes One Advisors group and a Financial Advisor with Park Avenue Securities, LLC, a wholly-owned subsidiary of the Guardian Life Insurance Co.

For the last 25 years, a majority of my clients are from the medical field, i.e. Physicians and Dentists along with Business owners, individuals and families. I help them with their Retirement and Financial planning needs. I work closely with my clients, and focus on customizing their financial needs, taking into consideration that every person has unique requirements.

Over the years, I’ve specialized in the use of qualified retirement plans as a personal wealth building tool for my clients and maximize their contributions. In addition, I help my clients in the areas of Estate planning, Financial planning, and Investments by associating and networking with professionals such as Attorneys and CPAs to ensure optimal value.

I have served the Dallas-Fort Worth community in many ways over the years by volunteering my time and resources. I am a past Board Member of the Tarrant County American Heart Association and United Way. I served as President of the Tarrant County Asian American Chamber of Commerce, President of Arlington and Irving Indian Lions Clubs. I’m the first Asian person to complete the Fort Worth Leadership program and served on the city of Fort Worth’s Minority Business Development Board.

Phone 214.296.2509