Norman Chevlin CFP®
Norman has been helping families and business owners reach their financial goals for over 24 years. He focuses on establishing lasting relationships with his clients by providing the highest level of client service in the areas of business and personal insurance products and services. These areas include devising strategies to help minimize the impact of taxes and inflation on current and future financial goals, saving for college tuition and retirement, evaluating pension options, asset allocation and IRA/401k rollover options, long-term care insurance and developing estate planning and business planning for business owners. He is a frequent speaker at educational workshops on these topics as well. Norman is also proficient in the LGBT community and the Special Needs Planning community.
Norman holds a BS in computer science from Rider University and an MS in Management System Analysis from Kean University. Norman is a CERTIFIED FINANCIAL PLANNER™ certificant from the Certified Financial Planning Board of Standards. He is a member of the Million Dollar Roundtable and a member of the Institute of Certified Financial Planners.