portrait of Norm Cauntay
FINANCIAL ADVISOR

Norm Cauntay

CFP®, CEPA®, CRPS™
3780 Kilroy Airport Way, Ste 810, Long Beach, CA 90806opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Employee Stock Options
  • LGBTQ+ Finances

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Spending Time with Family
  • Home Improvement
  • Coaching Sports
  • Camping
  • Traveling

Team Members

  • Marc Jacobs
    Sr. Branch Office Administrator
  • Kate Johnson
    Branch Office Administrator
  • Vanessa Ramirez
    Branch Office Administrator
  • Robin Roberts-Gibson
    Branch Office Administrator
  • Mike Salazar
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(562) 988-8542

Fax

(866) 745-5443

Office Address

3780 Kilroy Airport Way
Ste 810
Long Beach, CA 90806opens in a new window

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