Jenny Fleming

Biography

“I’m passionate about helping people make wise decisions about their investments and financial plans. 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, who brings 25 years of experience to her clients, began her career as a 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 a large Austin advisory firm 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. Jenny founded Equistar Wealth Management in 2008, with the goal of providing tailored investment advice and solutions.

A Certified Public Accountant with the Personal Financial Specialist designation, she also holds the CERTIFIED FINANCIAL PLANNER^® designation.
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She is a member of the American Institute of Certified Public Accounts, Personal Financial Planning Section of the AICPA, and the Texas Society of Certified Public Accountants.
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Jenny and her husband, John enjoy entertaining, traveling, sailing, and fly-fishing.