Jenny Fleming, CPA, CFP®, PFS Principal
I’m passionate about helping people make wise decisions about their investments and financial plan. I value long-lasting client relationships where I’m a trusted sounding board for processing complex financial situations and arriving at well-informed decisions.
Jenny Fleming founded Equistar Wealth Management in 2008, with the goal of providing tailored, fee-only investment advice and solutions. Jenny, who brings 23 years of experience to her clients, began her career as comptroller for her family’s business. Following the sale of the business, she was treasurer and vice president for a life insurance company responsible for managing a $95 million dollar portfolio.
Jenny then joined Austin Asset Management where she engaged in her passion for advising high-net-worth clients on business transitions, federal income tax, trusts, estate issues, retirement planning, stock options and investing. Several years later Fleming founded Equistar Wealth Management.
A Certified Public Accountant with the Personal Financial Specialist designation, she also holds the Certified Financial Planner ™ designation. She has been recognized for five years as “Five Star Wealth Manager – Best in Client Satisfaction” by Texas Monthly, one of only 7% of wealth managers in the Austin, San Antonio and the Central Texas region selected for this award.
She is a member of the American Institute of Certified Public Accounts, Personal Financial Planning Section of the AICPA and Texas Society of Certified Public Accountants.
Fleming and her husband John enjoy entertaining, traveling, sailing and fly-fishing.
Listen to Jenny Fleming’s interview on KLBJ: