Who We Are

Panama, My Home! The Perfect Place For You to Retire!

Norman Dotch | CEO | Financial Planner

Norman Dotch


With more than 12 years of experience in the financial services industry, Norman is passionate about helping highly successful families, health care professionals, executives, and business owners accomplish their financial objectives. A graduate of Marshall University, with a Bachelor of Business Administration with a emphasis in Finance. Norman also poses his Series 7 and Series 66 Securities licenses. Norman brings rigorous, research-driven Tax Strategies (to create "TAX CREDITS" in order to reduce your taxes, build wealth faster and enjoy it 100% tax-free,  become a philanthropist and/or restructure your business) in his approach to the field of wealth management. Norman is fluent in Spanish having been born in his native country of Panama in Central America. Norman is also a veteran after serving in the United States Army.

“The more complex the better” is something Norman often says of the types of clients he enjoys helping. Whether it’s the transfer of a multi-generational family business, the development of a highly complex estate or philanthropic plan, navigating the tax complexities of executive compensation plans, or helping tech founders and employees navigate the world of start-up finance, Norman enjoys helping his clients achieve the peace of mind they desire.

In addition to Norman’s academic background at Marshall University with full-ride Soccer Scholarship, Norman is a recognized Tax Strategist and wealth planning expert who has regularly been featured as keynote speaker at the LA DENTAL MEETING convention, and many others. As a Tax Strategist, Norman can advise clients on tax matters pertaining to business, individual, and estate tax concerns, but always advises his clients to consult their own tax and/or legal advisors. Norman is also on track to becoming a Certified Financial Planner (CFP), and an Enrolled Agent (EA) with the IRS to later pursue a Certified Public Accountant (CPA) and work towards the Accredited Estate Planner (AEP) designation, an advanced professional designation for estate planning professionals.

Recent Success Stories:

  • Helped start-up tech founder navigate the tax and financial planning complexities of selling his firm for over $60M
  • Successfully assisted second-generation family real estate business make a transition into retirement by selling their interest in a complex family limited partnership valued at $20M+.
  • Advised numerous C-level executives to help them understand the tax complexities of their RSUs, ESPP, LTIP, and Qualified and Non-qualified stock option plans
  • Helped a family transition out of a 20-year abusive relationship with a corporate trustee who oversaw $70M of family wealth. Revised trust relationship to allow for significantly more flexibility and significantly reduced client fees
  • Helped private-practice surgeon save over $100k in taxes by establishing an IRS qualified retirement plan that maximized profit-sharing, pension plan, and 401(k) contributions
  • Assisted small family construction business in creating an exit plan and selling their interest to family members
  • Engaged in sophisticated tax planning to assist inheritor of family wealth to save $150k in taxes by smart capital gain tax planning
  • Successfully helped numerous executives make the transition from the accumulation stage to the decumulation stage of retirement planning
  • Achieved optimal tax reduction from charitable bunching strategies, including the use of Donor Advised Funds, family foundation planning, and other charitable giving strategies

Outside of work, Norman enjoys spending time with his daughters and his wife, Tania. Norman also loves playing soccer, deep sea fishing, and he enjoys cooking and entertaining family and friends, started road cycling and loves dancing. Giving back to the community is also important. Norman provides free financial education to the farm Latino workers teaching them how to make smart financial choices, and to his local church. NORMAN IS THE NUMBER ONE FAN OF HIS CLUB REAL MADRID....."HALA MADRID!"


If you’re ready to get started, contact our Stockton Wealth Management firm to schedule a Complimentary Consultation with one of our Financial Planner Professionals


(209) 981-6558


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