26 Years Of Experience We’ve moved, please make a note of our new address:Fleming Wealth Strategies, LLC19420 N. 59th Ave Suite B247Glendale, Arizona 85308 Timothy F. FlemingPresident / Owner (480) 265-9119 TimothyF.Fleming@lpl.com Timothy F. Fleming is a CERTIFIED FINANCIAL PLANNER™ Professional and has been helping clients look towards their financial future with excitement since 1997! He is held to a fiduciary standard to act in a client's best interest (when providing advisory services), always placing the clients interest above his own. As owner and president of Fleming Wealth Strategies, LLC (FWS) he enjoys mapping out goals and specific strategies using high level financial planning techniques to address a client's stated objectives.FWS client base consists of retirees, pre-retirement clients, business owners and other professionals. He also has a niche clientele of cyclists, swimmers 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 Redondo Beach 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 2010, Timothy started Fleming Wealth Strategies, LLC which is a Registered Investment Advisory (RIA) firm in Phoenix Arizona. His security registrations include the series 7 (held with LPL Financial), series 66 (held with LPL and Fleming Wealth Strategies), and he holds an Arizona Insurance license. He also has his Series 24 (held with LPL) which gives him the title of "LPL Registered Principal".Timothy is married to Shanon who is a 3rd grade teacher at a local elementary and they have a 14 year old daughter named Elly who actively participates in musicals throughout the year. She also plays club soccer for a state ranked 2008 girls team.Timothy is also a big fan of Soccer. He has been volunteering as a coach for 18 seasons and is also a certified soccer referee. Tim was selected as the 2020 Male Recreational Coach of the Year by the Arizona Soccer Association. Tim was a very active member of the local BNI Arrowhead Traditions Networkers and received an award for his dedicated service as President of the Chapter for BNI Norterra here in Phoenix Arizona. Fleming Wealth Strategies is also proud to have a large cycling team with over 80 riders that are dedicated to both racing as well as raising money for local charities. The average rider on Team Fleming is between 40-75 years of age. Riders include an ex-NFL player, an ex-Phoenix Suns player, a female CEO, and other professionals all around the valley! Tim is a big dog lover and pictured above is “Rooby” which he adopted during Covid in 2020. SHE is part Mastiff and Part Anatolian Shephard. Tim’s family enjoys traveling in their 5th wheel, especially in the summer. Rooby travels with them on all their trips, although she takes up a lot of space in the back seat of his truck while driving! Manie Lovato (480) 265-9119 Manie Lovato is a Client Service Specialist for Fleming Wealth Strategies, LLC. Manie helps coordinate day-to-day logistics including scheduling, meeting preparation, and other internal support services. She spent 38 years working at Safeway as a Corporate Buyer and retired in July 2015. After Safeway, she worked for Bee Sweet Citrus for 2 years. Her job was selling California Citrus, Oranges, Lemons, Grapefruit and other varieties to retail chains all over the country.She has been married to her husband Ed for 38 years and they have a 25 year old daughter Sierra. Sierra is a graduate from Wartburg College and spend 2 years in service with the Peace Corps in Senegal Africa.Manie loves to cook and her passion is traveling the world, she enjoys summer vacations on the beach in San Diego California with family. She is very active at her parish, St Raphael Catholic Church and teaches 4th grade students about their faith.