Financial Planning Associate
As a Financial Planning Associate, Norma works to create and improve the tools utilized by JSF’s team of Financial Planners to help each of our clients better understand their current financial picture as well as prepare for future goals. In her role, Norma enjoys working collaboratively alongside the advisors to create and monitor clients’ financial plans. She is always ready to assist with analyses and pivot accordingly for ad hoc requests.
Norma holds a Certificate Personal Financial Planning from UCLA Extension and is currently a candidate for the CFP ® certification. Norma earned her bachelor’s degree in Business Management Economics from UC Santa Cruz. A California native, she grew up in Rialto, California.
In her spare time, Norma prioritizes staying active and working out. She also enjoys watching baseball, cooking and spending time with her family.