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.

Eric plays a key role in prepping and reviewing paperwork for client meetings and account operations. He helps to ensure smooth processing and acute accuracy of client documents, with the overarching goal of providing clients with clarity and peace of mind during their pursuit for financial wellness. He is always on the lookout for opportunities to help his teammates or improve firm processes.

Eric graduated with a bachelor’s degree from Waldorf University in Forest City, Iowa, just a few hours north of his hometown of Wellman. Prior to joining JSF, he was an Agent at New York Life. He was also a Project Manager at ERT in Boston before to moving to sunny Los Angeles.

When he is not in the office, Eric enjoys watching baseball and rugby with his family. He can never turn down a delicious coffee or ice cream – and has often found the best way to enjoy them is together. Whether on his own time or within office hours, he is most excited when immersing himself into learning something new.