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 Phoenix. In 2010, Timothy started Fleming Wealth Strategies, LLC in Phoenix 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 in Phoenix and they have a 12 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 14 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 is also a very active member of the Norterra Networkers BNI Group and recently received an award for his dedicated service as President of the Chapter.
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!