Qualifications

Beth Fleming-Brown CFP®,  has worked with families and businesses in Central Florida for thirty years.  Her values encompass integrity, competence, and diligence as well as an unyielding dedication to the "Serve First, Last and AlwaysSM" philosophy.

Beth graduated from Olivet College, Olivet, Michigan with a Bachelor of Arts.  She earned the Chartered Life Underwriters (CLU®) and the Chartered Financial Consultant (ChFC®) designations from the American College in 2001.

Beth completed requirements for the Chartered Retirement Planning Counselor (CRPC®) designation in 2008, followed by the CERTIFIED FINANCIAL PLANNERTM  (CFP®) certification from the College for Financial Planning in 2009. 

Beth is a member of numerous organizations including the Financial Planning Association, both National and Local, and The WISE Group* (Women Inspiring, Supporting, Educating), which aims to provide support for female financial advisors and female clients in their pursuit of knowledge and services within the financial planning industry.

Beth offers her services via Operation Homefront, a program that assists disabled veterans returning from war in acquiring home ownership by offering pro bono financial planning services as requested during their preliminary qualification program.

*The mission of The WISE Group is to assist women financial advisors with Osaic FA in the growth and recognition of their practice.