Norman Politziner, CFP®

Partner | Wealth Manager

Norman J. Politziner, CFP®, has been associated with the financial services industry since 1978. A New York University graduate with a Bachelor’s in Business, he earned his MBA® from Rutgers University. Norm has held a Certified Financial Planner™ designation since 1983 and is a member of the Registry of Certified Financial Planners.

Norm has dedicated his career to furnishing comprehensive service to his clients. He provides them with quality research, advice, implementation and review at the highest professional level. His experience has been recognized by the financial community as evidenced by his selection for membership in various sales performance based industry clubs and councils. He is listed in Marquis Who’s Who in Finance and Industry and is a qualifying and life member of the Million Dollar Round Table and achieved Top of the Table status which recognizes an associate as being among the top one percent of the world’s financial industry representatives, based on sales criteria.

He is a past president of the Raritan Valley Association of Life Underwriters and a founding member of the Princeton Chapter of the International Association for Financial Planning. He is a past Vice President of the Middlesex County Estate Planning Council. Norm has also served as chairman of National Life’s Agent Advisory Committee, an elite group elected to represent their peers and work together with management to share insights and ideas regarding policies, products and procedures of National Life Financial Group, a $30+ billion company. Norm specializes in Estate Planning and Benefit Packages for business owners. He also tailors investment and insurance programs to suit the individual needs of his clients. Norm often shares his expertise on investment strategy, personal finance, economic and insurance issues as an author, instructor, public speaker and commentator.

Outside the office, Norm is a husband, father and active member of his community. He and his wife live in Monroe Township, New Jersey. He is a founding member of “Parents for the Advancement for Creative Education” and is on the Board of Directors of the George Street Playhouse, and board member emeritus of The National Legacy Group and Jewish Family Service. He is a past president of his local synagogue. In his leisure time he enjoys the theater, reading and sports. He holds a Black Belt in Kung Fu.

Located in New Jersey