Joanna Cecilia-Fleming — Bitcoin & Digital Asset Financial Advisor

Joanna Cecilia-Fleming is a trusted Bitcoin and digital asset financial advisor serving clients in Somers, NY. With expertise in cryptocurrency wealth management, Bitcoin portfolio allocation, and crypto tax planning, Joanna helps high-net-worth individuals and families navigate the complexities of digital asset investing while integrating Bitcoin into comprehensive financial and retirement planning strategies.

Joanna Cecilia-Fleming is a seasoned financial planner based in White Plains, NY, where she serves as a Partner, Financial Advisor, and Managing Director at Prime Financial. With over 20 years of experience in the industry, Joanna is committed to empowering individuals and families to achieve their financial well-being and retirement aspirations.

Her practice encompasses a comprehensive suite of services, including financial planning, retirement planning, investment management, insurance guidance, tax planning, and estate planning. Joanna holds several prestigious credentials, including the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC®), Registered Financial Consultant® (RFC®), and Certified in Blockchain and Digital Assets℠ (CBDA℠). Her client-centric approach and deep passion for helping clients navigate their financial journeys have earned her recognition and trust in the wealth management community.

Joanna earned her Bachelor of Science in Management from Becker College, which laid the foundation for her extensive career. She finds immense satisfaction in witnessing her clients reach their retirement goals, a testament to her dedication and expertise. Outside of her professional pursuits, Joanna enjoys traveling and cherishing time with her husband and daughter, while also passionately supporting her favorite baseball team, the New York Yankees.