I help families and closely held business owners make prudent decisions to grow, protect and maintain their financial independence and dignity.
What I do for my clients:
Hank Norman is Wealth Management Advisor at WestPac Wealth Partners and is a Wealth Manager and Investment Advisor Representative (IAR) of Park Avenue Securities. Hank works with closely held business owners and successful individuals by developing creative ideas to help his clients reach their goals. Hank prides himself in his ability to work closely with his client’s team of advisors to implement these solutions to help minimize the time spent for the client and help maximize the ROI.
Hank’s areas of focus include:
- Comprehensive Financial Planning
- Family Business Succession
- Wealth Management
- Life Insurance
- Disability and Long-Term Care Insurance
- Key Man & Executive Benefits Carve Out
- Retirement Income Planning
- Estate Planning
He believes in placing the client’s interest above all and providing the appropriate solution for his clients as he operates in an “open architecture” firm where there are no proprietary requirements.
Hank was born in Colorado and attended Colorado State University where he received his bachelor’s degree in 1998. Additionally, Hank holds the Series 6,7,63,65 and Life & Health licenses and has recently completed his Certified Exit Planning designation.
Hank enjoys playing golf, surfing, camping and hiking. Hank is married to his beautiful wife, Tiffany. Hank and Tiffany love being involved in his two children’s lives. Hank’s son is also named Hank (Henry Hudson Norman V) Hank V is an avid golfer and will be playing golf and attending Chico State starting the fall of 2022. Hank’s daughter, Hailey has a passion for cheer leading and surfing. She is a “Songy” at Crescenta Valley High and gets to the beach any chance she can.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd., #300 San Diego CA 92121 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0G95534| Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. | 2023-159183 Exp. 08/25