Please ensure Javascript is enabled for purposes of website accessibility

Financial Planning



Greg Norman
Financial Advisor
Mobile: 562.884.6745

[email protected]

Check the background of this investment professional on FINRA’s BrokerCheck

Work with someone you can trust.

There are many important financial decisions that must be made throughout someone’s life, so we have collaborated with MEMBERS Financial Services to help members with their financial needs. Whether you are a newly married couple, parents planning for your child’s education, an employee planning for retirement or someone facing an unexpected job change, Financial Advisor Greg Norman can help you reach your financial goals.

Helpful links.

Brokerage account


How much retirement income will you need?


MEMBERS Folio Investing


Schedule your no-cost, no-obligation appointment.

Where do you see yourself in 5, 10 or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?

Greg Norman can assist you with:

  • Portfolio Management
  • Insurance Planning
  • 401(k) Planning
  • Retirement Planning
  • Estate Conservation
  • Investment Planning
  • Business Planning
  • Education Funding

Whether your needs are large or small, contact Greg Norman today to schedule a no-cost, no-obligation appointment to discuss your individual needs.


Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA is a registered broker/dealer in all fifty states of the United States of America.