Lawrence A. Fleming

Lawrence A. Fleming

Associate Vice President - Investments
CA Insurance License #0I21093
Resident State: CA

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 6 years; 2015-2020.

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. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. 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; feedback may not be representative of any one clients’ experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 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 placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.

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.
2020 - 1,260 East Bay area wealth managers were considered for the award; 88 (7% of candidates) were named Five Star Wealth Managers.