Alison Fleming Email & Phone Number

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.

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  California State University-Long Beach

  Speech Communication