It is an honor and blessing to have the ability to make a meaningful impact in people's lives, whether it is with my clients, my community, or my family, and accepting an offer to join Edward Jones in 2011 has provided that opportunity. I take pride in helping individual investors and business owners to organize, build, protect and transfer wealth.
The financial world can be complex at times, so I have made it my mission to educate and simplify the process for my clients. My goal is to work towards understanding what's most important to them. From there, we navigate an established process and build a personalized strategy to achieve these goals.
Heidi Frank, my branch office administrator, and I work together as a team and value the relationships that span multiple generations with the families and businesses that we serve. Strategies for our families include planning for retirement, saving for college, creating income throughout retirement and creating a legacy for future generations. For our businesses, we implement retirement plans such as 401k, SEP and Defined Benefit Plans, and help with succession planning.
We set a standard for a high level of service for our clients and collaborate with their CPAs, attorneys and other professionals. Financial plans are dynamic, not static, so we partner with our clients throughout their lifetime to make sure they stay on track.
Outside the office, I am a member of the Estate Planning and Trust Council for Long Beach, an executive board member of the Bixby Knolls Business Improvement Association and on the advisory council for the Foundation for Miller Children's & Women's Hospital at Long Beach Memorial.
In 2017 I received the Mayor's Business Award for service and in 2015 I was recognized by our California State senator of the 33rd District for outstanding support of our local community. Most importantly, I enjoy spending time with my wife of 12 years and our two young and energetic boys.
My Personal Interests
- Spending Time with Family
- Home Improvement
- Coaching Sports
Office Address3916 Atlantic Ave
Long Beach, CA 90807
Phone NumberNorm Cauntay at (562) 988-8542
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:00PM|
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