Norberto Moran, Ricp®, Aif® Email & Phone Number

Norberto began his career in Central Minnesota as an independent life and health insurance consultant for retirees. He achieved his Series 7 (Stock Broker) and Series 66 (Investment Advisor Representative) licenses and subsequently his Retirement Income Certified Professional (RICP®) designation from The American College while serving as a Financial Consultant with Thrivent Financial. At Thrivent he began incorporating a disciplined financial planning process (which he uses to this very day) that places his clients' needs at the center of everything he does. The call to independence and the desire to direct and build a financial services practice on his unique Mission, Vision and Values drove him to Cambridge Investment Research, Inc. For over 30 years, Cambridge, as it is known in the industry, has lead the field in supporting fee-based advisors, earning them the nickname The Fee Experts.As an Independent Financial Services Professional, Norberto passionately helps his clients accomplish the following:- Analyze their current financial picture to determine what steps to take to accomplish their goals- Build confidence making investment and planning decisions- Protect and grow their hard-earned wealth- Determine what risks could jeopardize their goals and mitigate themAdditional services include:- Investment strategist selection- Fee-based, managed (Wrap) portfolios- Investment/Asset Allocation- Tax efficient Asset Location- Portfolio Gap Analysis- Retirement Funding and Retirement Income Analysis- Variable and Fixed Annuities- Social Security Claiming guidance- Medicare Health Plan Consulting- Individual Health Plan Consulting- Life Insurance Needs Analysis- Disability Income Needs Analysis- Personal Financial Concept CoachingContent provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided on these websites.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Moran Financial and Cambridge are not affiliated.

Listed skills include Iras, Retirement Planning, Retirement, Strategy, and 43 others.