Norm has been consistently recognized as one of the nation’s best financial planners since 1994 by Worth, Barron’s and Medical Economics magazines. Norm earned his CERTIFIED FINANCIAL PLANNER™ designation in 1984, after receiving his undergraduate education at Stanford University and his MBA in Finance from the Harvard Business School. Norm also served as an officer in the United States Army.
Throughout his career, Norm has been active in the communities he serves and champions. Norm enjoys sharing his expertise and is a prolific writer. He has been a columnist for Wealth Manager and Technology Today magazines, as well as the Fi360 blog, and has authored numerous articles in various publications, primarily on topics related to practice management and prudent investment practices. He regularly contributes to the Mosaic blog, newsletter, and market commentaries. He is the co-author of the investment textbook “Creating an Investment Policy Statement—Guidelines and Templates” and founded the companion online software, IPS AdvisorPro®.
Norm is the father of two successful adult children. He and his wife Linda (president of her own advisory firm in Miami, Florida) love to play golf and frequently travel internationally to far-flung locations on all continents of the world, including Antarctica and the top of Mount Kilimanjaro.