Lawrence A. FlemingAssociate Vice President - Investments
Larry joined The Olin Financial Group in mid-2013 with a keen awareness that - although critically important - there is much more to retirement planning than simply managing ones investments. Prior to joining the group, Larry was the VP of Sales for a start-up in Silicon Valley, and was the Director of Sales & Marketing for The Performance Group. After that, Larry joined Wells Fargo Advisors where he focused on retail investors. Because of his work experience, Larry understands that to have a truly successful relationship with his clients, active listening is the most important element. That is why he chose to become part of the Olin Financial Group, “Because of their deep focus on listening to clients and helping them to develop a plan to manage their total wealth picture.” Larry has won the Five Star Wealth Manager* award the past 5 years; 2015-2019.
Larry holds a BA from Eastern Illinois University; supports the Leukemia & Lymphoma foundation, the Cancer Support Group, the Contra Costa County food bank and San Ramon Valley High School. Larry lives in Danville with his wife, son and daughter. When he’s not working, you might find him enjoying all that California has to offer: Baseball, golf, fishing...just about everything outdoors.
*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.
2015- 2,261 East Bay Area wealth managers were considered for the award; 183 (9% of candidates) were named Five Star Wealth Managers.
2016- 948 East Bay Area wealth managers were considered for the award; 182 (20% of candidates) were named Five Star Wealth Managers.
2017- 1,049 East Bay Area wealth managers were considered for the award; 95 (9% of candidates) were named Five Star Wealth Managers.
2018- 1,397 East Bay Area wealth managers were considered for the award; 113 (8% of candidates) were named Five Star Wealth Managers.
2019- 1,340 East Bay area wealth managers were considered for the award; 104 (8% of candidates) were named Five Star Wealth Managers.