Urban Fleming, MS-PFP, CRPC®

Urban Fleming, MS-PFP, CRPC®

Serving Callahan, Yulee, Lake City and Northside Branches

Urban started helping families pursue their financial goals in 2013 as an agent at New York Life. He specializes in financial and retirement planning and can assist clients as a fiduciary, broker or life/health insurance agent. Urban incorporates behavioral finance into customized investment strategies to help manage emotion and stress.

Urban has a masters in personal financial planning and a bachelors in supervision and management. He earned the Chartered Retirement Planning Counselordesignation and series 7, 24, 63 and 65 registrations currently held through LPL Financial.

He serves on the Nassau County Council on Aging board of directors and was appointed to the Town of Callahan’s Zoning and Planning Board for 2 years in 2018. Urban is an adjunct instructor for investment exam prep at a local college. He enjoys working on his small tree farm, shooting sports as well as training jiu jitsu and boxing.

Serving Callahan, Yulee, Lake City and Northside branches.