Greg Norman
Greg Norman
Financial Advisor
(800) 634-6632
1919 Torrance Blvd
Torrance, CA 90509
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CA Ins. License #: 0C13969

My Background

Helping employees, retirees, family and friends of Honda Federal Credit Union meet their financial objectives is my sole focus. Being well versed in the retirement and benefit plans offered to employees and retirees, I am uniquely qualified to understand your individual circumstances and needs. We can make arrangements for on-site and off-site appointments or group workshops. I can help you:

  • Understand your company sponsored retirement Pension and 401k Plan
  • Determine what to do with existing retirement plans from previous employers
  • Develop additional financial planning strategies that may be needed to meet your unique goals

Working together, I'll help you make sound financial decisions consistent with your comfort level, investment timeline and goals. Periodically, we'll review your situation and make adjustments as needed.

Additionally, we can make sure you have solid answers to these key questions:

  • Is your retirement money invested properly? 
  • Will you have enough income in retirement? 
  • How will you pay for a child's or grandchild's education? 
  • Financially, what would happen to your family if you died? 
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

My education and professional designations . . .
  • Bachelor of Science Degree in Business Administration with concentration in Finance
  • Extensive training in Financial Planning from A.G. Edwards and Bank of the West
  • AAMS designation (Accredited Asset Management Specialist) through the College of Financial Planning
  • Membership in Financial Planning Association

Professional Services
  • Investment Management
  • Retirement Planning
  • Education Funding
  • Wealth Preservation