Todd Fleming, CFP®

Financial Advisor

Todd Fleming is a Financial Advisor and has been a member of the Hefren-Tillotson team since 2015. Using Hefren-Tillotson’s MASTERPLAN® process, Todd works closely with clients to provide them with personalized financial planning strategies involving investments, estate planning, retirement, insurance, and tax planning.

Prior to becoming an advisor, Todd began his career in the firm’s Financial Planning Department. During this time, he developed comprehensive financial analyses and reviewed case studies for hundreds of clients with diverse financial backgrounds providing long-term solutions to help achieve their goals.

Todd is a Certified Financial Planner (CFP®) and holds his Series 7, Series 66, and Life, Accident, and Health Insurance licenses. He graduated from Allegheny College with a Bachelor of Arts degree in Managerial Economics.

Todd enjoys being involved in the Pittsburgh community and is active with the United Way’s “Bridges Society” and numerous other volunteer opportunities in the Pittsburgh region.

In his spare time, Todd enjoys cycling, hiking, golfing, cooking, and spending time with family and friends.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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