About Us

Norman Loofbourrow

Norm Loofbourrow

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

Eric Loofbourrow

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

Joan McGrady-Beach

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)


Families Represented


Client Accounts

“Our investment philosophy starts with assessing the client's risk tolerance and assessing their goals. We then put together a suitable set of investments aimed at accomplishing these goals.”
Norman Loofbourrow
Norman Loofbourrow
Founder, Loofbourrow Advisors

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.

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