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 twelve years of experience in the financial services industry, Daniel has helped many clients secure financial freedom.
After graduating from the University of San Diego with a bachelor’s degree in Business Administration, Daniel began his career in the financial services industry. During his senior year of college, he discovered his passion for helping others and the financial industry. By becoming a financial advisor, Daniel is able to develop lasting relationships with clients and he is inspired by seeing his clients succeed.
Serving as a guide and counselor to his clients, Daniel is passionate about people. He builds lasting relationships with every person he works with. He has a positive impact on his family, clients, and peers.
In addition to his CFP® designation, Daniel holds series 7, 6, 65, 63, 26, and life/health insurance licenses.
Daniel grew up in Riverside County, CA. He recently moved to Franklin, TN, with his family and continues to maintain a close relationship with all his clients in California. Every decision he makes goes back to the question, “Is this right for my family?” Family is everything to him. His family currently includes his wife, Alysha, his son, Wesley, their dogs, Rome and Zoey, and a baby girl who is on the way.
Daniel enjoys spending time with his family, being outdoors, camping, fishing, hiking, and traveling. An adventure seeker, he is always out looking for the next new experience.