Attorneys, Lawyers, Accountants, Financial advisors, Councelors, Psychologists and other professionals that work with Alpha Resource Center

Norman S. Chevlin, CFP®

SUMMARY OF QUALIFICATIONS

• Consistent Top Producer in Fee-Based Planning

• Life Member of the Million Dollar Round Table

• Recognized in Life Insurance, Annuity, Long-Term Care and Assets Under Management Production

• Proficiency in Retirement Planning, Asset Preservation and Estate Conservation Techniques

PROFESSIONAL EXPERIENCE:

CREATIVE FINANCIAL GROUP OF NJ July 2000 TO Present
Wall Township, NJ

Senior Financial Planner / Partner

• Design comprehensive fee-based plans including budgeting/cash flow planning, investment, retirement & estate planning

• Design & implementation of 401k, Defined Contribution/Defined Benefit plans, SEP & Traditional IRA'S

• Develop investment portfolios including equities, mutual funds, annuities, Reits, & managed fee-based accounts

• Proficiency in all aspects of insurance planning including life, long-term care, health & disability insurances

JOHN HANCOCK FINANCIAL SERVICE June 1990 TO July 2000

Senior Financial Rep./ CFP

• Top Insurance/Investment Representative in each of 10 years

• Consistent Presidents Conference Status

• Was chosen among a panel of 4 Elite Representatives to speak at a conference to management on What Made Me Successful.

EDUCATION AND TRAINING

Master of Science in Management Systems Analysis
Kean University in Union, NJ

Bachelor of Science in Commerce
Rider University in Lawrenceville, NJ

PROFESSIONAL TRAINING AND LICENSES:

• Certified Financial Planner Practioner

• Life, Health, P&C, Series 7,63 & 65

PROFESSIONAL MEMBERSHIPS:

• The Estate & Financial Planning Council of Central NJ

• National Assoc. of Insurance & Financial Advisors

• Million Dollar Round Table

Security & investment advisory services offered through New England Securities, Boston, Ma. Member FINRA/SIPC & a registered investment adviser.

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