Grant Fleming, CFP®
Financial Advisor@ Baird
Pittsburgh, Pennsylvania, United States
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Grant Fleming, CFP(r) is a Financial Advisor with Hefren-Tillotson, Inc., a member of the Fleming Harrison Group, specializing in comprehensive financial planning for investments, estate planning, retirement, insurance strategies, and tax planning. With a strong commitment to providing the highest level of service, Grant is committed to providing the highest level of service to his clients. He has extensive experience working as a Senior Financial Planner in Hefren-Tillotson's Financial Planning Department, where he developed comprehensive MASTERPLANS. Grant is also a CFP practitioner, Investment Advisor Representative, Registered Representative, and Licensed Agent for Life, Accident, and Health Insurance. In his spare time,
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Emails and Phone Numbers

@hefren.com
@hefren.com
@rwbaird.com
+1 412434****
+1 414765****
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About

Grant Fleming is a Financial Advisor with Hefren-Tillotson, Inc. He is a member of the Fleming Harrison Group, partnering with Kim Tillotson Fleming & Jason Harrison. Together, the Fleming Harrison Group specializes in comprehensive financial planning involving investments, estate planning, retirement, insurance strategies, and tax planning for individuals, business owners, and retirement plans. Grant is committed to providing the highest level of service to every client. Prior to joining the Fleming Harrison Group, Grant gained valuable experience working as a Senior Financial Planner in Hefren-Tillotson’s Financial Planning Department. He worked with Hefren-Tillotson’s Financial Advisors and clients to develop comprehensive MASTERPLANS. Grant now brings this expertise to his own clients. Grant is a CFP® practitioner, an Investment Advisor Representative, a Registered Representative, and is a Licensed Agent for Life, Accident, and Health Insurance. He graduated from Allegheny College with a Bachelor of Arts Degree in Managerial Economics. Grant enjoys being active on Pittsburgh Urban Magnet Project’s board, and the United Way’s “Bridges Society.” He is also active with many other non-profit organizations in Pittsburgh. In his spare time, Grant enjoys staying active with running, exercising, golfing, skiing, outdoor activities, home improvement projects, and spending time with his wife, Courtney.

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Work Experience

777 East Wisconsin Avenue, Milwaukee, WI, 53233, US

Financial Services

4923
Phone
+1 4147653500
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Grant Fleming, CFP®'s Professional Milestones

  • Financial Advisor: Provided expert financial advice to clients, guiding them towards achieving their financial goals.
  • Financial Advisor: Provided strategic financial guidance to help clients identify the best financial solutions and best strategies.
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Education

Allegheny College
Allegheny College

Economics