Forum Financial Management, LP
Norm (Norbert) Mindel, JD, CPA, PFS, CFP® has a wealth of experience in the financial management industry. Norm (Norbert) is currently a Partner, Owner, and Co-founder at Forum Financial Management, LP, where they specialize in portfolio management, retirement planning, estate planning, insurance analysis, and income tax planning. Norm has been with Forum Financial Management since its inception in 2001.
Prior to their current role, Norm worked at Genworth Financial as the Executive Vice President of Genworth Financial Investment Services, a subsidiary. In this position, they supervised and managed $3.2 billion of client portfolios and provided training and management for over 1,000 financial advisor representatives. Norm (Norbert) held this role from 2004 to 2007.
Before joining Genworth Financial, Norm held an executive position at General Electric as the Executive Vice President of the Terra Financial Companies, Ltd., a subsidiary. Norm (Norbert) worked at General Electric from 1998 to 2004.
Norm's early career involved working at The Terra Financial Companies/Terra Securities Corporation as a Principal. Norm (Norbert) held this position from 1981 to 1998.
Norm Mindel's extensive experience in financial management, along with their expertise in various areas of wealth management, make him a valuable asset within the industry.
Norm (Norbert) Mindel, JD, CPA, PFS, CFP®, began their education with a Bachelor of Science (BS) degree in Accounting and Finance from the Illinois Institute of Technology, which they obtained from 1969 to 1973. Norm (Norbert) then pursued further studies in the field of Law, earning a Juris Doctor (JD) degree from the Chicago-Kent College of Law at the Illinois Institute of Technology between 1975 and 1978.
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Forum Financial Management, LP
At Forum, we use a highly diversified investment strategy derived from decades of academic research. While this strategy has been called many things, we think the term “evidence-based investing” best describes this approach. We strive to take the emotions out of investing and counsel clients to avoid making short-sighted moves based on current market conditions. Forum advisors have decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning. With this foundation of technical knowledge, we are able to spend time getting to know our clients and their families. That’s what we consider to be the enduring value of working with an advisor -- we are there for our clients through every season.
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