Joanna

Cecilia-Fleming

CFP®, CRPC™, RFC®

picture of a planner

Here to act in your best interests

About me

I love being a financial planner and for more than 20 years have enjoyed helping my clients with their financial well-being. Seeing them reach the retirement they worked so hard for is incredibly rewarding. Away from work, I like spending time with my family and cheering on my favorite baseball team, the New York Yankees.

Certifications

CERTIFIED FINANCIAL PLANNER™

Chartered Retirement Planning Counselor™

Registered Financial Consultant

Education

Bachelor of Science, Management - Becker College

Visit one of our Locations

New York VII - White Plains

10 Bank Street

Suite 1215

White Plains, NY 10606

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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