Joanna Cecilia-Fleming, CFP®, CRPC®, RFC®, CBDA℠
Joanna Cecilia-Fleming is a highly experienced financial planner based in White Plains, NY, dedicated to helping individuals and families achieve financial well-being and retirement goals.
Joanna’s practice encompasses a broad range of services, including financial planning, retirement planning, investment management, insurance guidance, tax planning, and estate planning. She holds several distinguished credentials, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC®), Registered Financial Consultant® (RFC®), and Certified in Blockchain and Digital Assets℠ (CBDA℠).
Throughout her career, Joanna has been recognized for her client-focused approach and her passion for guiding clients toward their financial goals. She finds great fulfillment in seeing her clients achieve the retirement they have worked so hard for. She holds a Bachelor of Science in Management from Becker College and brings over 20 years of expertise to her role.
Outside of work, Joanna enjoys traveling and spending time with her husband and daughter and cheering on her favorite baseball team, the New York Yankees.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.
