1creative.com says

You have clicked on an external site link which will display third-party-created content. This content is provided for informational purposes only and is not a solicitation or recommendation to purchase or sell any insurance or investment product or service. The content is believed to be from reliable sources; however, no representation is made as to its accuracy or completeness. Click OK to open this link in a new window.

Ok Close

Norman Chevlin CFP®, CPFA, MBA

Financial Planner, Special Care Planner
1305 Campus Parkway, Wall Township, NJ 07753
nchevlin@financialguide.com
Tel 732.751.3003
Direct 732.751.3003
  • Million Dollar Round Table (MDRT) Life & Qualifying Member (1994)
  • National Association of Insurance and Financial Advisors (NAIFA) Member (1994)

Norman has been helping families and business owners reach their financial goals for over 32 years. He focuses on establishing lasting relationships with his clients by providing the highest level of client service in the areas of business and personal insurance products and services. These areas include devising strategies to help minimize the impact of taxes and inflation on current and future financial goals, saving for college tuition and retirement, evaluating pension options, asset allocation and IRA/401k rollover options, long-term care solutions and developing estate planning and business planning for business owners. He is a frequent speaker at educational workshops on these topics as well. Norman is also proficient in the LGBT community and the Special Needs Planning community.

Norman holds a BS in computer science from Rider University and an MS in Management System Analysis from Kean University. Norman is a CERTIFIED FINANCIAL PLANNER™ certificant from the Certified Financial Planning Board of Standards. He is a member of the Million Dollar Roundtable and a member of the Institute of Certified Financial Planners. To arrange an individual consultation for yourself or your business, or to discuss an educational workshop for your employees or other organizations contact him at the above number or email.

Back to Directory