Luke About NEWEST

Luke joined Trinity Wealth Management in 2020, starting as an intern and transitioning to a full-time role in 2021 upon graduating with a Finance degree from the University of Cincinnati (UC). His commitment to professional growth led him to successfully pass the Certified Financial Planner (CFP®) examination in 2022 on his first attempt.

As a CFP®, Luke has comprehensive knowledge regarding Investments, Insurance, Income Tax, and Retirement and Estate Planning. He specializes in retirement cash flow analysis, tax planning, and investment portfolio risk management.

Luke is committed to assisting clients in defining, pursuing, and achieving their financial goals with confidence and clarity. Clients value his skill in presenting and explaining complex financial matters clearly and comprehensively.

Education

Bachelor of Business Administration, Finance with a concentration in Financial Planning, University of Cincinnati

Certificates

Certified Financial Planner™ (CFP®) – a professional certification mark granted in the United States by the Certified Financial Planner Board of Standards, Inc. (“CFP Board”). To attain the right to use the CFP® marks, an individual must satisfy the following requirements:

Education – Complete a Bachelor's Degree from a regionally accredited United States college or university. Complete an advanced college-level course of study addressing the financial planning subject areas as determined by the CFP Board. CFP Board financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning.
Examination – Pass the comprehensive CFP® Certification Examination.
Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year).
Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.

Organizations

Financial Planning Association (FPA) – an organization dedicated to advancing and enhancing the financial planning profession.

About

Luke B. Fleming, CFP®

Luke's passion for financial advising began in high school, driven by a desire to help others stay financially disciplined, avoid financial pitfalls, and achieve their goals.

His fascination with global financial trends and passion for strategic financial planning continues to fuel his dedication to the field.

Education

Certificates

Organizations