Norm Loofbourrow, CFP®, MBA, started his financial planning business over 30 years ago, after eight years of teaching math, biology, and chemistry at Redwood Christian High School in Castro Valley. Today, he manages money for over 350 families in seven U.S. states and three countries.
Eric Loofbourrow, CFP®, MS, MPAS, joined Norm’s business over 10 years ago. In addition to being a CFP®, Eric holds a Master’s Degree in Personal Financial Planning and the Master Planner Advanced StudiesSM designation. In his spare time, Eric studies jazz piano and is the Organist at John Knox Presbyterian Church of Dublin, CA.
Joan McGrady-Beach has a Master’s Degree in Education from Stanford and has been working with Norm and Eric for several years as an Administrator. Joan has worked in education, graphic design, and owned a scrapbooking store in Iowa.
Years In Business
Assets Under Management (approximate)