Meet Our Founder

 

Norman Dotch

Founder and Financial Advisor

Prior to beginning as a Financial Adviser, Norman worked in the Supply Chain Finance and Logistics industry. He has experience in the banking, brokerage, and insurance industries through his time spent with Wells Fargo, Merrill Lynch and New York life. Through continued education Norman has acquired his Series 66 & 7 licenses. His career with New York life has included Chairman’s Council, Million Dollar Round Table*, Eagle Strategies, and National Association of Insurance and Financial Advisors memberships. Norman received a Bachelor's Degree of Business Administration in Finance Management from the Lewis College of Business at Marshall University in West Virginia.

Norman is a native Spanish speaker, was born in Panama, loves to travel the world with his family, and has played soccer all his life. Norman is an Army Veteran. He feels community involvement is important and participates in a variety of associations such as the Latino Chamber of Commerce, Asociacion de Comerciantes Unidos, St. Lukes school and the San Joaquin County Dental and Medical Associations. Norman and his wife Tania live in Stockton, CA and share a daughter, Victoria.

*Million Dollar Round Table (2014, 2015, 2017): The Million Dollar Roundtable (MDRT), the Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Norman Dotch

Founder and Financial Advisor

Prior to beginning as a Financial Adviser, Norman worked in the Supply Chain Finance and Logistics industry. He has experience in the banking, brokerage, and insurance industries through his time spent with Wells Fargo, Merrill Lynch and New York life. Through continued education Norman has acquired his Series 66 & 7 licenses. His career with New York life has included Chairman’s Council, Million Dollar Round Table*, Eagle Strategies, and National Association of Insurance and Financial Advisors memberships. Norman received a Bachelor's Degree of Business Administration in Finance Management from the Lewis College of Business at Marshall University in West Virginia.

Norman is a native Spanish speaker, was born in Panama, loves to travel the world with his family, and has played soccer all his life. Norman is an Army Veteran. He feels community involvement is important and participates in a variety of associations such as the Latino Chamber of Commerce, Asociacion de Comerciantes Unidos, St. Lukes school and the San Joaquin County Dental and Medical Associations. Norman and his wife Tania live in Stockton, CA and share a daughter, Victoria.

*Million Dollar Round Table (2014, 2015, 2017): The Million Dollar Roundtable (MDRT), the Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

x