Norman M. Boone,  CFP<sup>&reg;</sup> - Financial Advisor

Norman M. Boone, CFP®

MBA,

Founder & President

Private Ocean

100 Smith Rd., Ste 300
San Rafael, CA 94903
FINANCIAL ADVISOR'S WEBSITE
(415) 526-2900 CONNECT WITH Norman
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General

Norman Boone is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Private Ocean in San Rafael, CA and the surrounding communities.

Financial Advisor Overview

Norm Boone is the founder and president of Mosaic Financial Partners, Inc. Norm has an aptitude for financial matters, an interest in life coaching, and a fascination with complex family relationships, all of which have helped Mosaic become one of the most highly-regarded advisory firms in the country.

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Financial Advisor Experience

Norm has been consistently recognized as one of the nation’s best financial planners since 1994 by Worth, Barron’s and Medical Economics magazines. Norm earned his CERTIFIED FINANCIAL PLANNER™ designation in 1984, after receiving his undergraduate education at Stanford University and his MBA in Finance from the Harvard Business School. Norm also served as an officer in the United States Army. Throughout his career, Norm has been active in the communities he serves and champions. Norm enjoys sharing his expertise and is a prolific writer. He has been a columnist for Wealth Manager and Technology Today magazines, as well as the Fi360 blog, and has authored numerous articles in various publications, primarily on topics related to practice management and prudent investment practices. He regularly contributes to the Mosaic blog, newsletter, and market commentaries. He is the co-author of the investment textbook “Creating an Investment Policy Statement—Guidelines and Templates” and founded the companion online software, IPS AdvisorPro®.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Mosaic Financial Partners, Inc. is a fee-only fiduciary and RIA, not a broker-dealer. For more information, please see our disclosures.

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Getting Married, Startup, Life Planning, Retirement, Succession Planning, Starting a Family, Sudden Wealth

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Helpful Financial Planning Resources