Our Team

Mission Statement

Our mission is to help our clients pursue financial independence and turn their vision for the future into a reality.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Daniel Fleming

Financial Advisor

(858) 650-6830 x 300

daniel.fleming@ceterainvestors.com

Daniel Fleming is an independent CERTIFIED FINANCIAL PLANNER™ (CFP®). He communicates and works directly with clients each day developing, implementing, and monitoring financial plans and investment portfolios. With over...