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Norman L. Plotkin, JD, CLU®, ChFC®

Norman L. Plotkin, JD, CLU®, ChFC®

Financial Advisor - Atlanta, GA

Norman Plotkin originally began his career as an attorney, and in 1981 made the career move to financial services. Since then, Norman has become an invaluable asset to his clients. In 2000, Norman joined Ashford Advisors’ team of individuals to provide even better service and comprehensive planning to his clients.

Norman works with his clients with the goal of helping them build wealth potential through financial strategies, work towards their financial goals, and enjoy more time for personal, professional, and charitable goals. He has gained knowledge through many years of education and experience, serving a variety of clients to help them address their specific needs.  His clients range from individuals interested in acquiring, protecting, and maintaining wealth; to businesses that are looking to establish and manage employee benefits, including group major-medical, long-term disability, group life, pension & profit-sharing, 401(k), and life insurance.

Norman is passionate about financial and insurance planning, as well as provides strategies for parents that have special needs children.

Norman is educated on several levels to serve the entire needs of his clients. He received his Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations from the American College.  Norman holds a Juris Doctorate (JD) from Emory University, and is admitted to the Georgia Bar Association, (in-active bar status*). Norman serves Holocaust Survivor Services, and Jewish Family & Career Services.

Norm resides in Sandy Springs, Georgia with his wife of 41 years, Lois. They have two grown daughters, two wonderful sons-in-law, and four marvelous grandchildren.

 

Articles:

What's Average?

Planning for Your Grandchild with Special Needs

The River Has Moved!

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services are offered through PAS, member FINRA, and SIPC. Ashford Advisors, Inc. is not an affiliate or subsidiary of PAS. This firm is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Ashford Advisors, Inc. is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Not practicing law for Guardian or its subsidiaries or affiliates. CA Insurance License Number - 0H84871.