Norman Boone, CFP®
San Francisco, California, 94108
Member Since 2004
Money is a very personal issue, but for each of us, or hinders us as we move through life, working to experience life based on our hopes, dreams and goals. Too few people spend enough time on what they want, and so their money often doesn\'t support them as well as it might. Like a Mosaic (our firm name) we pull the pieces together so that the wholeness of your life is working for you. We help on a daily and strategic way with your investments, of course, but we also help with the other parts of your financial life. We work to help you get the meaning out of life that you want, helping to ensure that your money supports you and your family as you reach for your goals and in what you leave as a legacy when you are gone.
My Location
Background Information
Years of Financial Experience
- 26
Education
- Stanford university (BA)
- Harvard University (MBA)
Certifications and Designations
- CFP®
Association Memberships
- Financial Planning Association
- East Bay Estate Planning Council
- San Francisco Estate Planning Council
- NorCal Planned Giving Council
Methods of Compensation
- Financial Planning: Fixed fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Schwab
- Fidelity
- TD Ameritrade
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
- Other
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them annually
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: None
- Securities Registrations: None
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Mosaic Financial Partners, Inc.
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- California
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Current Review, stock options and executive benefits, cashflow and debt management planning
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios, Our Family Business Center works with families and their businesses to help them each work as effectively as possible, separately and together.
Investment Products
- None
Insurance Products
- None
Visit Website - http://www.MosaicFP.com
Norman Boone
on LinkedIn
Norman Boone
on Twitter
0Following
0Followers
0Tweets