Your Advisor

Alan Norris, CFP®, AIF® is the founder and owner of Norris Wealth Management, LLC, a Registered Investment Advisory Firm.

Alan graduated from the University of Oregon with a Bachelor’s degree in Finance and began his financial services career in 1989. Over the decades, he has given back to the community at large primarily by volunteering through The Greater Phoenix Financial Planning Association by:

• Serving on the FPA of Greater Phoenix Board of Directors as President, Treasurer, Director of Ethics, and Director of Financial Planning Week.

• Volunteering time helping the pubic discover the value of financial planning through the Arizona Republic call in sessions.

• Presenting continuing education sessions to FPA of Greater Phoenix CFP® designees.

He has been quoted in several personal finance and 401(k) articles in The Arizona Republic since 2007.

In his spare time, Alan enjoys traveling, reading, organic gardening, photography and outdoor experiences. He is most grateful to share life’s journey with his wife Judy, an accomplished artist.