Barbara Norman, CFP®, ChFC®, CDFA®

Barbara Norman, CFP®, ChFC®, CDFA®

Founder

Barbara Norman began her career in financial services in 1986. She is a graduate of UCSD, a Certified Financial Planner™, a Chartered Financial Consultant® and a Certified Divorce Financial Analyst. ®. Barbara is a fee-only advisor and adheres to the CFP Board’s strict fiduciary standards of putting her customers’ needs first.

In 2011 Barbara founded the Women’s Financial Academy™, a California non-profit foundation that is dedicated to the education of women who are going through vulnerable life and financial transitions. Her curriculum offers hands-on education for investments, financial planning, taxes, estate planning, and caring for elderly loved ones. Her goal in life is to help women take control of their assets and feel confident in their decisions.

For continuing education, Barbara is a member of Ed Slotts’ Elite IRA Advisor Group, the San Diego FPA, the Estate Planning Council, the SoCal Compliance Group, The San Diego Family Law Bar Association, and Auxilium.
As a volunteer, Barbara is a member of Scripps Health Foundation - Gift Planning Advisory Board, a volunteer instructor at Oasis, and a frequent guest speaker for numerous educational, non-profit, and women’s organizations.