Director of Planning and Operations
Shawn Fleming is a Principal of Professional Wealth Management Services LLC and serves as the company’s Director of Planning and Operations. In this role, Shawn oversees Professional Wealth Management’s proprietary services as well as other firm intellectual property and processes.
In his work as an advisor, Shawn enjoys being a positive resource who helps people directly through the delivery of client educational programs and ongoing support such as:
- Goal setting and gap analysis
- Risk tolerance assessment
- Financial plan projection
- Asset allocation modeling
- Monte Carlo simulation, and
- Portfolio statistical risk measurement
Shawn is recognized by The American College as a Chartered Financial Consultant (ChFC). This designation is a symbol of the attention to detail and effort Shawn brings to diagnostic financial planning in order to make integrated reviews of the investment, tax, insurance, estate, and other aspects of a person’s overall financial standing.
Earlier in his career, Shawn developed his quantitative and analytic skills as a computer engineer. Shawn holds a Bachelor of Science in Computer Engineering from North Carolina State University where he was a member of the Eta Kappa Nu Honor Society. Shawn also earned a Master of Science in Engineering Management from the College of Technology at Eastern Michigan University with a 3.97 GPA.