Andre Baldanza
Financial Strategist | Helping Small Business Owners Build Wealth, Protect Their Families, and Secure Their Legacy
- Role
- Fiduciary Financial Strategist at Diamond Client Group
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Andre Baldanza
Most business owners don’t have a money problem. They have a structure…
Experience
Fiduciary Financial Strategist
Nov 2024 — Present · Flower Mound, TX, US
Partner with small business owners to optimize business growth, protect family wealth, and build enduring legacies.Provide comprehensive, fiduciary-focused financial planning, including tax-efficient strategies, succession planning, and risk management.Collaborate with Good Bull Capital and Diamond Client Consulting to offer integrated solutions, from CFO-level consulting to investment management.Prioritize client-first solutions with transparency and personalized strategies that simplify complex financial decisions.
Education
San Francisco State University
Bachelor of Arts (BA)
Dwight D. Eisenhower School for National Security and Resource Strategy
Master of Science (MS)
Skills
- Combat
- Army
- Afghanistan
- Counterinsurgency
- Military Operations
- Military Logistics
- Security
- Leadership
- Public Policy
- Operational Planning
- Security Clearance
- Transportation
- Government
- Program Management
- Command
- Defense
- Logistics
- Emergency Management
- Special Operations
- Defence
- Dod
- National Security
- Military
- Policy
- Military Experience
- Aviation
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