Norman Broad joined Cadaret Grant in 1985 and has been part of the Petersen Advisors family since 2020. With 45 years of experience in wealth management, Norman specializes in pensions and retirement planning. During his career, he sold life insurance for Mass Mutual and was twice listed on Cadaret Grant’s Top Ten advisor list.
Norman earned a Bachelor’s of Business Administration in accounting from Baruch College. In addition to his work as a financial advisor, he is active in fundraising for the Cooley’s Anemia Foundation. Norman enjoys spending time with his wife, five sons, and six grandchildren