Dream it. Achieve it.
Ready to discuss your financial goals? Loofbourrow Advisors’ core business is investment management.
Loofbourrow Advisors will help you develop a plan to meet your long-term financial goals. We will manage your investments with your specific risk tolerance and life goals in mind.
Loofbourrow Advisors will determine your retirement goals and develop a plan to help you meet those goals.
Saving for College
We suggest that you consider opening a 529 plan to accumulate assets to pay for college expenses.
Risk management and insurance play a crucial role in your comprehensive financial plan. We will review your current insurance coverage and make sure it is meeting your needs.
Tired of managing rental properties? Thanks to IRS Section 1031, a properly structured 1031 exchange allows an investor to sell a property and reinvest the proceeds in a new property without paying capital gains tax. We help select a professionally managed property to use as the replacement property.
The Loofbourrow Story
For over 30 years, Norman Loofbourrow has been a Certified Financial Planner. He is also a Registered Investment Advisor affiliate of American Investors Company.
Norman has a degree in Biology, a Master’s Degree in Environmental Education, and an MBA degree in Finance. He opened his first office in Hayward, CA in 1984.
Today, Loofbourrow Advisors has more than $170 million assets under management – built entirely on referrals.
With more than 350 families as clients, Loofbourrow Advisors manages more than 1,000 accounts at TD Ameritrade and on other platforms.
“What I have enjoyed most during my career is meeting with clients, talking with them over the years, and helping them meet their financial goals,” Norm said.
“It’s exciting and rewarding to create a plan for a family, to monitor the progress over the years, and to work very hard to meet those goals.”
Norm’s passion is investment analysis, selecting the best investment opportunities he can find, and monitoring them closely over the long-term.
“Our investment philosophy starts with assessing the client’s risk tolerance and assessing their goals,” Norm said. “We then put together a group of investments to accomplish these goals.”
Norm’s son Eric joined his business over ten years ago. After spending the first few years learning the ropes, Eric is now licensed and involved in all aspects of the business.
“I started working for Norm in 2008, just before the big stock market and real estate market declines that resulted from the worldwide financial crisis. It was very educational to listen to my father counsel our clients during this difficult period, and to hear how he reassured our clients and encouraged them to stick with our long-term plan. It was exciting to see our clients rewarded for their courage in 2009 when the stock market started its move back to all-time highs. I quickly learned what it means to have a long-term outlook.”
The father-and-son team work in their San Ramon, CA office along with administrative assistant Joan McGrady-Beach, who has a Master’s Degree in Education from Stanford University.
Norm and Eric are often working with three generations of the same family at the same time. They especially enjoy meeting with the children of a client and working to develop an early interest in investing.
Loofbourrow Advisors has clients in California, many other states in the U.S., and several other countries.
FREQUENTLY ASKED QUESTIONS
Our account minimum size is $100,000. This is a family minimum, so if your family has several accounts under our management that total $100,000 when added together, that would qualify. We can make exceptions to this minimum for those who set up an automatic monthly or quarterly contribution to their investment accounts.
Nothing! Our initial meetings are free of charge.
We have clients all over the US, as well as overseas. If we are not currently registered in your state, this can likely be resolved.
We recommend bringing a list of assets and liabilities, as well as a list of questions. It could also be helpful to bring account statements that show how you’re currently invested.
License Information and Important Disclosures
All insurance transactions conducted under California Insurance License Number 0697602.
Securities and advisory services offered through American Investors Company, member FINRA/SIPC and Registered Investment Adviser, 2440 Camino Ramon, Suite 103, San Ramon, CA 94583, (925-) 866-2882.
American Investors Company and Norman Loofbourrow are licensed in AZ, CA, NY, ID, NV, OR, TX, and WA, and may only transact business in those states. If you do not reside in AZ, CA, ID, NV, OR, TX, or WA, we will not attempt to transact securities for your account or provide you with personalized investment advice unless and until we are licensed in your state. For a copy of American Investors Company’s business continuity plan, go to www.americaninvestorsco.com.
For email communication on securities related matters, contact firstname.lastname@example.org.
Nothing contained herein should be construed as an offer or solicitation to purchase any security. Such offer or solicitation to purchase can only be done by prospectus or appropriate offering materials.
Norman and Eric Loofbourrow may simultaneously offer other products and services to customers including, but not limited to, real estate and mortgage brokerage services, independent investment advisory services, and non-securities-related insurance products that are offered individually, or through other various entities, that are not affiliated with, or in any way, supervised by American Investors Company, and as such, should not be construed as constituting any part of the securities and advisory services provided by Norman and Eric Loofbourrow through American Investors Company.
Investors should carefully consider investment objectives, risks, financial circumstances, charges and expenses. Investment assets involve risk, including the loss of principal. Diversification and asset allocation do not ensure a profit nor do they eliminate risks. Past performance is not indicative of future results and favorable outcomes.
Loofbourrow Advisors are Registered Representatives and Advisory Affiliates of American Investors Company, visit www.americaninvestorsco.com.
You can visit the FINRA website here.
You can check the background of Norman and Eric Loofbourrow on FINRA’s BrokerCheck here.