With significant wealth comes great opportunity, as well as an increasing complexity of choice — especially with respect to whom you entrust to share your financial and personal aspirations. While maintaining and growing your assets is critical, equally important is developing a strategy for leaving a legacy, and having the freedom to pursue what is important to you.
Mr. Norman has earned an MBA from the Carlson School of Management, a Bachelor of Arts in Political Science from the University of Minnesota — Twin Cities, and has maintained the CHARTERED RETIREMENT PLANNING COUNSELOR designation since 2009. Mr. Norman relocated his advisory practice to the Minneapolis office of Investors Financial Group in 2013 because, at an independent firm, he is able to offer personalized, financial guidance.
Eric's objective is to deliver exceptional financial guidance and personalized service to help his clients build and preserve their wealth, while empowering them to pursue their life's aspirations. As their valued financial advocate, he provides professional investment guidance and financial planning to help manage their wealth over their lifetime and beyond.
Mr. Norman is currently accepting new clients.