Norman M. Boone, MBA, CFP® is the Founder and President of Mosaic Financial Partners, Inc. Along with Linda Lubitz Boone, Norm is also the co-author of Creating an Investment Policy Statement: Guidelines and Templates published by FPA Press and the co-creator of the online software system IPS AdvisorPro® helping financial advisors efficiently create fully customized Investment Policy Statements.

Norm earned his CERTIFIED FINANCIAL PLANNER™ certification in 1984, after receiving his undergraduate education at Stanford University and his MBA in Finance from the Harvard Business School.

Norm has been regularly recognized as one of the nation’s best financial planners. He has been cited as one of “America’s Best Financial Advisors” by Worth magazine every year since the list’s inception in 1994, and as one of the “Best Financial Advisors for Doctors” by Medical Economics magazine four times. Mutual Funds magazine named him one of the “100 Best Financial Planners.” Financial Planning magazine named Norm one of 2007’s eight “Movers and Shakers” of the industry. Barron’s named Norm one of the Nation’s Top Financial Advisors in 2007.

Norm and Linda have spent many years writing and speaking about the importance of Investment Policy Statements. Their software program IPS AdvisorPro® was launched in 2006 and was that year named “Best Software” of the year by Morningstar’s Technology Editor Joel Bruckenstein.

Norm has served in various leadership roles throughout his career. He was among the first class of directors elected to the national board of the Financial Planning Association. He helped found the San Francisco Society of the Institute of Certified Financial Planners and has served in many capacities locally, including president of the San Francisco chapter. He chaired the 1995 IAFP Conference for Advanced Financial Planning. Norm has served on the Advisory Council for the institutional division of Charles Schwab & Co., as president of the East Bay Estate Planning Council, and as a member of the TIAA-CREF Institutional Advisory Board and the Northern California Planned Giving Council. He currently serves on the board of trustees for Saybrook Institute graduate school, an accredited university in humanistic psychology and is an officer of the San Francisco Estate Planning Council.

Norm has been a contributing editor to Wealth Manager magazine, a regular columnist for the FPA’s Journal of Financial Planning and for the technology column for CCH’s Journal of Retirement Planning. He has authored several articles on prudent investment procedures, the impact of expenses on investment performance, small company retirement plans and a variety of other topics.