Norman J. Politziner, CFP®
Norman J. Politziner, CFP®, president of NJP Associates, has been associated with the financial services industry since 1978. A New York University graduate with a Bachelor's in Business, he earned his MBA® from Rutgers University. Norm has held a Certified Financial Planner™ designation since 1983 and is a member of the Registry of Certified Financial Planners.
Norm has dedicated his career to furnishing comprehensive service to his clients. He provides them with quality research, advice, implementation and review at the highest professional level. His expertise has been recognized by the financial community as evidenced by his selection for membership in various sales performance based industry clubs and councils. He is listed in Marquis Who's Who in Finance and Industry and is a qualifying and life member of the Million Dollar Round Table, and achieved Top of the Table status which recognizes an associate as being among the top one percent of the world's financial industry representatives, based on sales criteria. He is a past president of the Raritan Valley Association of Life Underwriters and a founding member of the Princeton Chapter of the International Association for Financial Planning. He is a past Vice President of the Middlesex County Estate Planning Council. Norm has also served as chairman of National Life's Agent Advisory Committee, an elite group elected to represent their peers and work together with management to share insights and ideas regarding policies, products and procedures of National Life Financial Group, a $30+ billion company.Norm specializes in Estate Planning and Benefit Packages for business owners. He also tailors investment and insurance programs to suit the individual needs of his clients. Norm often shares his expertise on investment strategy, personal finance, economic and insurance issues as an author, instructor, public speaker and commentator.
Outside the office, Norm is a husband, father and active member of his community. He and his wife live in Monroe Township, New Jersey. He is the founding chairman of "Parents for the Advancement for Creative Education" and is on the Board of Directors of the George Street Playhouse, and board member emeritus of The National Legacy Group and Jewish Family Service. He is a past president of his local synagogue. In his leisure time he enjoys the theater, reading and sports. He holds a Black Belt in Kung Fu.
Bill KoehlerBill Koehler is a Wealth Manager for Kingsview Wealth Management, a Registered Investment Advisor (RIA). He runs Kingsview’s branch office in Lindenhurst, NY, where he serves on the Chamber of Commerce and takes pride in his ties to his local community. Bill has a passion for education, and he enjoys working with multiple school districts where he has organized a program to help students understand the importance of learning to manage their assets at a young age.Prior to his career at Kingsview, Bill was a Financial Advisor at Edward Jones, where his dedication to client service helped him double the size of his advisory practice in under 12 months. He also broke the national company record for client results and satisfaction. Prior to beginning his career in financial services, Bill worked as a software engineer and produced code that he sold to a Fortune 500 Internet company. Bill first realized his passion for helping others when he worked on Cablevision’s Business Development team where he ranked in the top 10 percent in the company while developing a customer relationship management tool to help manage current and prospective clients.When he isn’t at the office using his background in both finance and engineering to help clients solve complex financial planning problems, Bill enjoys spending time with his wife, surfing, golfing, and bowling.Bill currently holds the series 66, as well as Life, Accident, and Health licenses.
Ali Okoh, Operations Manager
Ali Okoh, Senior Branch Office Administrator, has been associated with the financial services industry for over 13 years. She has been with NJP Associates for over nine of those years. She comes to us from a major independent brokerage firm where she served as a Junior Compliance Officer. Ali also holds her life and health insurance licenses in the state of Pennsylvania and New York and is a Notary Public. Outside of the office Ali enjoys spending time with her family, traveling, and sports.
Lacie Clark, Branch Office Administrator. Lacie has a decade of experience as an Acquisitions Editor in STEM Publishing, where she excelled in contract negotiations, project management, and customer service. Prior to her publishing experience, Lacie served as Branch Operations Manager for Citizens Bank where her key responsibility was to ensure her branch was operationally compliant. Lacie holds a BA from Stony Brook University in English and History. When she is not in the office she enjoys reading, surfing, and spending time with her family.
Dorothy Politziner, MSED, MSW
My wife, Dotty, was licensed as an insurance agent for over 30 years. Her experience and counseling have been a valued addition to our practice.
Deborah began her career on the west coast with the regional Broker/Dealer, KMS. Prior to that, she worked in the Brokerage Division of University Equities Corporation. Deborah works with us on special projects.
CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered are certification marks owned by Certified Financial Planner Board of Standards Inc. These marks are awarded to individuals who successfully complete CFP® Board's initial and ongoing certification requirements. Norman is securities licensed in the following states: Colorado, Connecticut, Delaware, Florida, Georgia, Massachusetts, Maryland, Minnesota, Montana, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Washington, Wisconsin. Norman is currently licensed for life, disability and health insurance in Arizona, Connecticut, Florida, Montana, New Jersey, New York, North Carolina, Pennsylvania, Texas and Virginia. *Membership in Million Dollar Round Table is based on sales results. Ali Shoults, Dorothy Politziner and Deborah Afir are not Registered Representatives of Equity Services, Inc.