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Why I Became A Certified Financial Transitionist (CeFT)

In 1977 I sold my toy business and became an insurance agent. I had great respect for our company’s agent. He counseled us on various benefit programs, i.e., retirement plans, key-man coverage, and more.

For the first few years in my new occupation I worked exclusively with business owners and professionals using insurance products to satisfy their needs. But, although I was very successful, I believed there were more ways to help a client than by limiting the solutions to insurance.

In 1983 I became a CFP, a very early adopter to the practice of financial planning. This broadened the choice of solutions to solve needs of my clients

While traditional financial planning provides a process for all situations, it wasn’t designed to navigate the personal side of financial change. Many of my clients have experienced transitional events, such as the death of a spouse, sale of a business, large inheritance, retirement, and have even won the lottery. For most people, these events are stressful, and, even if planned as in retirement or the sale of a business, the passage from their old self to their new can be disconcerting.

So in order to better serve my clients, in 2008 I began to study the fields of neuroscience, psychology, sociology, and leadership at the Sudden Money® Institute in Fl. Together, we have developed an integrative approach, offering a more rich and comprehensive understanding of how people subjectively experience change and how we can co-create the “highest outcomes” with them.
 

Disclosure

Norman Politziner is a Registered Representative and Investment Advisor Representative of Equity Services, Inc., offering securities in the following states. He is also insurance licensed in the following states. Securities and Investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 4401 Starkey Road, PO Drawer 21209, Roanoke, VA 24018. (540) 989-4600. NJP Associates and all other entities and persons are independent of Equity Services, Inc., unless otherwise indicated. TC91790(0916)P

 

For individual tax or legal advice, please consult your appropriate professional advisor.