Pankaj (Pete) Udeshi

Wealth Advisor

Pankaj (Pete) Udeshi has been a Wealth Advisor for over 25 years. He loves helping business owners and professionals work toward reducing their tax burden while aiming for a comfortable retirement. His passion for tax planning* knows no bounds. Mr. Udeshi graduated from the University of Bombay, India with a degree in Economics and Finance. He also holds additional certification of LUTCF with the American College of Financial Services. Before joining LPL Financial, he previously worked with Park Avenue Securities and in the Financial Services industry for 28 years.

Pankaj Udeshi currently resides in Fort Worth, Texas with his family. In his free time, he enjoys Music, Football and Cricket.


*Specific individualized tax advice not provided. We suggest that you discuss your specific tax issues with a qualified tax advisor.