Timothy F. Fleming

Timothy F. Fleming is a CERTIFIED FINANCIAL PLANNERô Professional who has been assisting clients since 1997. As owner and president of Fleming Wealth Strategies, he enjoys mapping out goals and strategies for his clients (as an Investment Advisor Representative he is held to the fiduciary standard) in order to help them pursue their stated objectives. His client base consists of retirees, pre-retirement clients, business owners and other professionals. He also has a niche clientele of cyclists and triathletes.

Born and raised in Tucson, Arizona, Timothy has a business finance degree from the University of Arizona. He started his investment career in 1997 with Merrill Lynch. After 7 years of service, he moved to California where he was a Financial Advisor for Charles Schwab in Torrance. In 2005 he received the opportunity to come back to Arizona and continued with Charles Schwab in Phoenix. In 2010, Timothy started Fleming Wealth Strategies, LLC in Phoenix which is a Registered Investment Advisory (RIA) firm in Phoenix Arizona.

He holds the professional designation of CERTIFIED FINANCIAL PLANNERô. His security registrations, include the series 7, series 66 and his Arizona Insurance license. He also has his Series 24 which gives him the title of "LPL Registered Principal". Securities registrations are currently held with LPL Financial. He is actively involved with the Financial Planning Association of Phoenix and his financial planning commentary is often published in the local Phoenix newspapers. Timothy is married to Shanon and they welcomed their daughter Elly in 2008. Fleming Wealth Strategies is also proud to have a cycling team with over 60 riders that are dedicated to both racing as well as raising money for local charities. As of 2017, they have raised in excess of 35,000 dollars! Also, in local race competition, Team Fleming has found themselves on the podium many times throughout the year. The average rider on Team Fleming is between 40-65 years of age.