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Miles L. Fleming

Miles L. Fleming

Executive Vice President, Lumena Financial Strategies

Miles Fleming is the Executive Vice President of Lumena Financial Strategies. He retired in 2014 from a 30-year career as an executive in the technology industry to pursue his desire to have a more personal and meaningful impact on peoples’ lives.

Utilizing his leadership and technical background, Miles oversees IT systems and security. He has customized many of the applications and processes that Lumena uses in conjunction with systems provided by third parties. He believes that Lumena has access to technologies that play a vital role in helping to better assist clients and enhance their user experience including 24/7 secure access to account, policy and financial planning information through a wealth management portal. Miles is dedicated to keeping up with any technological changes that could provide benefit in how clients are served in the future.

Miles is currently enrolled in the American College for Financial Services and is in the process of completing his Chartered Financial Consultant (ChFC®) professional designation with an emphasis on long-term care planning and multi-generational wealth transfer. He holds a B.A. in Music from UCLA.

Miles serves on the board of the San Diego Council on Aging which advocates for quality of life for seniors and is also a board member of Arts for Learning San Diego, which provides fundamental arts education to schools with limited public funding. He is an active member of Rotary, a Paul Harris Fellow and a volunteer for Hope without Boundaries outreach in Mexico.

 

Waddell & Reed is not affiliated with any other entities referenced herein.

09/18