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P. Alison Fleming is the President of Lumena Financial Strategies, and has been a Financial Advisor since 1989 when she joined Waddell & Reed. For twenty years she also managed, trained and mentored advisors in the Torrance Division office. After leaving management, she moved to San Diego to devote her full-time effort to serving clients as a Financial Advisor.Alison holds a Bachelor’s Degree in Speech Communication with an emphasis in Interpersonal and Organizational Management from California State University, Long Beach. She has been a CERTIFIED FINANCIAL PLANNERTM practitioner since 1996 and is involved in all financial planning and recommendation development.Alison serves on the board of ACT Today! (Autism Care Today). She is also a long time member of Rotary and a Paul Harris Fellow. She firmly believes in the Rotary motto “Service Above Self” and our local motto “Be a Long Term Thinker, Not a Short Term Worrier,” applying these beliefs to her relationships with clients. As President, Alison’s goal for Lumena is to assemble a team of professionals who combine the best of their collective experience on behalf of clients. Her leadership background and understanding of the intricacies of the current financial landscape allows her to work individually with clients while expanding the services available, providing the continuity and depth of experience that clients deserve and expect today.____________________________________________________P. Alison Fleming is a registered representative with, and Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Lumena Financial Strategies, Inc.
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PresidentLumena Financial Strategies, Inc. May 2017 - PresentOur mission is to bring a well-grounded and innovative approach to financial planning, utilizing the collective experience of the team to provide clients and their families with consistent and reliable financial advice. Our four core values are Commitment, Action, Objectivity, and Flexibility.
We are committed to lifelong multi-generational relationships, implementing strategic changes as the market, technology, and the financial world evolves. Assisting clients is a privilege and we realize that we must use our available resources to develop recommendations based on their needs, goals and values.
With over 60 years of combined experience, we recognize that values and circumstances change over time so our recommendations and strategies need to adapt as clients progress through the various stages of their lives. It is never too early or too late to begin taking steps toward pursuing goals.
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Financial AdvisorWaddell & Reed Jun 1989 - Jul 2021Greater San Diego Area, United StatesMy goal is to develop a financial plan tailored specifically to your needs as part of Waddell & Reed, a company that has helped people get where they want to go for more than 80 years. We believe that relationships with our clients should start with the development of a written financial plan, the basis on which we build for your financial future.•This is a goal-driven process, guided by close attention to your personal values and is customized to help pursue specific, individual long-term financial goals.•Typically, this plan covers cash flow, investments, insurance, retirement and estate planning aspects of each client's financial life.
Alison Fleming Education Details
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California State University-Long BeachSpeech Communication
Frequently Asked Questions about Alison Fleming
What company does Alison Fleming work for?
Alison Fleming works for Lumena Financial Strategies, Inc.
What is Alison Fleming's role at the current company?
Alison Fleming's current role is Lumena Financial Strategies, Inc..
What is Alison Fleming's email address?
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What is Alison Fleming's direct phone number?
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What schools did Alison Fleming attend?
Alison Fleming attended California State University-Long Beach.
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