Norman Caldwell

Financial Professional, Creative Planning Inc.

Broward Community Board Member

Professionally, Norman Caldwell has been assisting families and individuals with their financial needs since 2002. Before rolling his investment management practice into Gupta Wealth Management in 2014, he owned firms in San Diego, Miami, and Fort Lauderdale. In March of 2016, Gupta Wealth Management merged with Creative Planning. Creative Planning provides “family office” planning support for clients and oversees $26B in assets. In the last four years, Creative Planning has received three #1 rankings from Barron’s, two #1 rankings from CNBC and one #1 ranking from Forbes for our work as an Independent RIA/ Wealth Management firm.

 Before beginning his career in financial services, Norm was hand selected to be a one-on-one business and personal Results Coach with The Anthony “Tony” Robbins Companies in 1999. Norm has been a featured speaker across the United States at industry-sponsored conferences and at the South Florida CBMC Luncheons. In addition to being highlighted as a contributing writer and being quoted as an expert in several industry publications, he has also been a featured guest on South Florida’s “740 Money Talk Radio.” 

 Norm earned his Bachelors in Science in business and a minor in Communications from Missouri State University. His other service interests include Coral Ridge Presbyterian Church and FCA. For fun, Norm enjoys traveling, spending time with friends and family, reading, playing competitive sports and making art.