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Meet Norm

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Norman J Stern, CFP®

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I graduated with a BS in mathematics from Fairleigh Dickinson University in 1971. I was recruited to the Valley in 1974. I held management positions in corporate finance and accounting until 1988 when I entered the financial services business and teamed up with Michael Heatwole. I hold the FINRA Series 7 and 63 securities registrations through Commonwealth Financial Network® as well as life, health, and property casualty insurance licenses. I received my CFP® certification in 1990.

I enjoy working with individuals and business owners on long-term strategic financial planning. The planning encompasses investments, risk management, estate planning, retirement planning, and succession planning. I have a broad-based financial background and I take pride in helping our clients make smart financial decisions.

Away from the office, I enjoy traveling with my wife, Kris. I also enjoy sports, outdoor activities, and being actively involved in business ventures. I have two children and five grandchildren.

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