Joanna
Cecilia-Fleming
CFP®, CRPCâ„¢, RFC®, CBDAâ„
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 PLANNERâ„¢
Chartered Retirement Planning Counselorâ„¢
Registered Financial Consultant
Certified in Blockchain and Digital Assetsâ„
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
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
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Certain services provided on an educational and guidance basis only.
