Broker Check

Jeff Fleming

Jeff Fleming, Attorney and Wealth Manager

Jeff Fleming, Attorney and Wealth Manager

Jeff Fleming is the founder of VIP Financial Matters, which he designed as a strategic advocate for clients' financial concerns, supporting them in their efforts to build, protect, and transfer their wealth.

Jeff is also an attorney who understands that effective financial management requires a coordinated approach to legal, financial, and tax issues.

Jeff is a respected professional with multiple certifications and designations, including a JD and CFP.

CFP

The CFP designation signifies expertise in financial planning, demonstrating a commitment to clients' financial well-being and comprehensive knowledge.

CWS

A Certified Wealth Strategist (CWS) designation is granted to advisors with a combination of financial services experience and education who pass a subject matter examination.

CLU

Financial professionals with extensive knowledge of the life insurance industry can earn a CLU (Chartered Life Underwriter), which also signifies expertise in estate planning.

ChFC

ChFC is the certification assigned to Chartered Financial Consultants who complete an educational program covering financial education and also have practical experience.

AEP

The National Association of Estate Planners offers an AEP accreditation for candidates with legal or financial credentials and at least 5 years of estate planning experience.

LUTCF

Life insurance agents can earn a LUTCF (Life Underwriter Training Council Fellow) designation to demonstrate their mastery of life insurance programs and practices.

JD

The Juris Doctor (J.D.) degree indicates that the person has completed and graduated from law school at an accredited institution. It allows the graduate to take a bar examination.

Esquire

Esq. is the abbreviation for "Esquire," which signifies that the named person is an attorney. To use the Esq. designation, the person must graduate from law school and pass one or more state bar exams.

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