Donald A. Ledoux, CFP®Financial Advisor
Phone: 925.866.7800 Don Ledoux is a Financial Advisor with and Principal of Summit Financial Group, an independent financial strategies firm specializing in personalized Wealth Management services to individuals, families, executives and business owners.
As a Financial Advisor, his responsibilities include developing and implementing financial strategies, creating and monitoring investment portfolios, and advising clients on all aspects of their financial lives.
Don is a CERTIFIED FINANCIAL PLANNERÔ Professional, holds a California Life and Health Insurance license #0E87701, Long Term Care License, and series 7 and 66 securities registrations. Don is an Investment Advisor Representative and Registered Representative with Securian Financial Services, Inc.
Don is a member of the East Bay Financial Planning Association, the National Association of Insurance and Financial Advisors (NAIFA), and serves locally in the Rotary Club of Danville/Sycamore Valley. He has earned memberships into the Premier Resource Group and the Million Dollar Roundtable.
Don also provides educational programs to the community, as he regularly teaches various financial based courses that Summit Financial Group offers throughout the tri-valley area.
He actively gives back to his community by fundraising for multiple non-profit organizations supporting veterans, seniors, and underprivileged youth. In his free time Don enjoys family time, travel, golf, skiing, and youth sports. Don is a resident of Danville, with his wife Heidi and their two sons, Parker and Grant.
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2000 Crow Canyon Place Suite 450 Phone: 925.866.7800 |
2000 Crow Canyon Place, Suite 450, San Ramon, CA 94583 . (925) 866-7800 or (866) 945-2699.
Securities & Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Summit Financial Group is independently owned & operated.
Certain individuals associated with Summit Financial Group LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Summit Financial Group LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.
Summit Financial Group LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.