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Norman Caldwell
Gestor de Cartera-Acciones en
Creative Planning LLC
.
Perfil
Mr. Norman C.
Caldwell is a Wealth Manager at Creative Planning LLC.
He is working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including tax planning, retirement, employee benefits and estate planning.
With more than 30 years of experience in the financial services industry, Mr. Caldwell worked for an independent investment advisory firm as the director of estate planning prior to joining Creative Planning.
He has also worked as an airline pilot, an adjunct faculty member of the College of Financial Planning and a member of a pilot council, where he oversaw pilot retirement planning as well as pension and benefit plans.
He earned a Bachelor of Arts degree in business from Florida State University.
Cargos activos de Norman Caldwell
| Empresas | Cargo | Inicio |
|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Gestor de Cartera-Acciones | 01/07/2016 |
Antiguos cargos conocidos de Norman Caldwell.
| Empresas | Cargo | Fin |
|---|---|---|
Gupta Wealth Management LLC
 Gupta Wealth Management LLC Investment ManagersFinance Gupta Wealth Management (GWM) primarily allocates client assets among various independent investment managers, mutual funds, ETFs, individual debt and equity securities, and options, based on each client's unique investment objectives. The firm may also recommend that clients who are accredited investors invest in privately placed securities, which may include debt, equity and/or interests in hedge funds. | Gestor de Cartera-Acciones | 05/04/2016 |
Hartwood Advisors, Inc.
 Hartwood Advisors, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31/08/2006 |
Formación de Norman Caldwell.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
72
Relaciones de 1er grado
4
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
Missouri State University
 Missouri State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Finance |
Hartwood Advisors, Inc.
Hartwood Advisors, Inc. Investment ManagersFinance Provides investment advice | Finance |
Gupta Wealth Management LLC
Gupta Wealth Management LLC Investment ManagersFinance Gupta Wealth Management (GWM) primarily allocates client assets among various independent investment managers, mutual funds, ETFs, individual debt and equity securities, and options, based on each client's unique investment objectives. The firm may also recommend that clients who are accredited investors invest in privately placed securities, which may include debt, equity and/or interests in hedge funds. | Finance |
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