Broker Check
John Norman CLU®, ChFC®

John Norman CLU®, ChFC®

Financial Advisor/Partner

For over 35 years, John has been providing creative solutions to his clients’ needs and establishing long lasting relationships based on trust and integrity. John is passionate about helping people make fully informed decisions about their financial future. Using the Lifetime Economic Acceleration Process (L.E.A.P.), John can test and verify the pros and cons of every financial decision. When working with families, John focuses on not just the needs, but the quality of life provided for a loved one with special needs. Through the American college, John obtained his CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) designations. John is certified in Special Needs Planning and is a member of the Academy of Special Needs Planners. For the past 3 years, John has been a member of the finance committee for NAIFA Texas and is the Chief Investment Officer for NAIFA Dallas. For 4 consecutive years John has achieved the Five Star Wealth Manager Award. Using a team approach, John helps his clients build plans to stand the test of time.

The Five Star Wealth Manager award is based on objective criteria including credentialing and designations, compliance with Firm and regulatory standards, client retention rates, households served and assets managed, and is outlined completely at www.fivestarprofessional.com/public/wmresearch. It is not reflective of client experience or investment performance and cannot predict the recipient’s future performance or success.

 LEAP®, Leap-The Model for Financial Success™, The Leap Model™, Macro Manager™, Personal Macro Economics Process™, Wealth In Motion®, Protection, Savings, and Growth (PS&G) Model®, and Lifetime Economic Acceleration Process™ are trademarks and service marks of Leap Systems, LLC which is an independent affiliate of Penn Mutual Life Insurance Company (PML). HTK is a wholly owned subsidiary of PML. Trademarks belong to their respective owners.