Jamie’s Bio

Jamie Headshot 08 13 (534x637) (4)I’m Jamie L Fleming, CFP®, Founder and CEO of Fleming & Associates, LLC. At Fleming & Associates, LLC, we not only help our clients work through the numbers, but any issues they have around money to ultimately achieve the lifestyle they want to lead.

I’m the author of Kick the Fear out of your Finances™ and a public speaker on the topic. I created this course in 2006 to give individuals and business owners the foundational knowledge necessary to create and sustain financial success while honoring their Value System.

With over 20+ years of experience in the financial industry, I’ve assisted 1,000’s of clients in achieving their financial goals.

Business Owner/Entrepreneur:

Established Fleming & Associates, LLC in 2003. The firm is a full service financial planning and asset management firm as well as insurance services and wealth protection.

Certified Financial Planner/Financial Advisor: Jamie has helped clients get to the next financial level and beyond for over 20 years by tackling not only the strategies to reach their goals, but any psychology keeping them from attaining their goals.

Jamie is among a select group of planners who have met the rigorous requirements necessary to call themselves CERTIFIED FINANCIAL PLANNER™ professionals.

Expert Witness: Jamie has testified in court as an expert witness to help juries understand complicated financial issues.

Author: Kick the Fear out of your Finances™ Home study course and year-long programs provide a step by step interactive roadmap to help individuals and couples work through the psychology that keeps them from living the ultimate lifestyle they want to lead.

Public Speaker: Kick the Fear out of your Finances Women Building Wealth Bank On Yourself Money and Kids IRA Mastery College Funding Workshop 5 Steps for Building Wealth Automatically

Volunteer: Junior Achievement teaches about concepts relating to entrepreneurship, financial literacy and global workforce readiness. The volunteers bring real-life business experience and guidance into the classroom at a time that represents an essential crossroads for young people.

Athlete: Pedal for the Cure: 3200 mile bike ride from San Diego, CA to Jacksonville, FL, 1999 Half Marathons: Carlsbad Half (2008), La Jolla Half (2008), Women’s Half San Diego (2013) Marathon: San Diego Rock & Roll Marathon (2008) Triathlons: Several Sprint Triathlons (1993 – 1998), Training for Olympic and Ironman distances (2013-)

Inventor: Feng Shui Hide A Screen (Patent: 20080236015)

Mother of Beautiful Twins, Kinley and Isabella

Pumpkin Patch 2014 (3)

EDUCATION:

Universidad de Granada: 87-89

Spanish Language and Literature

San Diego State University: BA, 1991

Certified Financial Planner Designation, 2002

Certified Retirement Financial Advisor, 2004

 

Investment Advisory services offered through Fleming & Associates, LLC; a state Registered Investment Advisor. Fleming & Associates, LLC and Kick the Fear out of your Finances (KTFOOYF) are independent of one another. CA Insurance license number 0B42473.

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