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Tom Fleischer
Tom joined Voyager in 2024 as a Client Associate, and was promoted to Financial Planning Analyst, specializing in statistical analysis and scenarios-based modeling to help create customized, data-driven financial plans. With a strong analytical background, he gathers and interprets client data to develop tailored strategies that align with their long-term financial goals. Originally from Bournemouth,…
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Jake Fleischer, CIMA®
Jake delivers comprehensive financial planning tailored to meet the ambitious goals of his clients. With a commitment to continuous professional development and a passion fueled by his client’s enthusiasm, Jake ensures that each financial plan is customized, data-driven and aligned with each client’s distinct financial situation. Jake adopts a personalized approach to investment planning. He…
San Luis Obispo, CA
Ready to Plan Your Financial Future?
Whether you’re looking to streamline your finances, ensure a lasting income, or preserve a legacy, Voyager is here to help. Schedule a Discovery Call with us today to explore how we can partner with you to reach your financial goals with confidence and clarity.
