Jeff Fleming, JD, CFP®, CWS, CLU, ChFC, AEP, LUTCF is a client advocate for “law and money matters” and has been helping clients accumulate, protect and transfer their wealth for over thirty years. Jeff firmly believes that effective planning and wealth management requires the coordination of legal, financial and tax issues, so he created Law and Money Matters, a network of professionals and companies providing a client-centered, multi-disciplinary approach to simplify the financial, tax, estate planning and elder law concerns of his clients. The “Law and Money Matters” network include V.I.P Financial Matters, LLC, Fleming Law Office, PLLC and VIP Tax Matters, LLC.
Jeff is the founding member of V.I.P Financial Matters, LLC and is affiliated with Cetera Advisors LLC, an independent broker-dealer. Jeff is also an estate planning and elder law attorney through his firm Fleming Law Office, PLLC, and focuses his practice in the areas of wills and trusts, estate planning, elder law and nursing home planning, business planning, and estate and trust administration. He received his undergraduate degree from Washington and Jefferson College and his law degree from the Duquesne University School of Law. He is admitted to practice law in Pennsylvania.
Jeff is a member of the Blair County Bar Association, the National Academy of Elder Law Attorneys, the National Association of Estate Planners & Councils, and he was a charter member of the Society for Certified Retirement Financial Advisors.
Jeff was the first elected president of the Blair County Bar Association and he is a past president and National Committee Person of NAIFA-Pennsylvania, and a past president of NAIFA-Altoona Area.
In his spare time, Jeff enjoys hunting, motorcycling, cooking, sports, traveling, sailing, and watching movies.