Anchor Investment Management’s investment associate, Robert Norman, earns CERTIFIED FINANCIAL PLANNER® certification
January 14, 2026
Anchor Investment Management, LLC, a leading asset management firm based in Columbia, South Carolina, announced that Robert Norman, investment associate, has earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification—one of the most respected professional designations in the financial planning industry.
The CFP® mark represents a rigorous commitment to professional excellence, ethical standards and a fiduciary responsibility to act in clients’ best interests. For Norman, earning the designation reflects both a personal milestone and a meaningful enhancement to the way he serves Anchor’s clients.
“The CFP® mark is one of the gold standards in our industry,” says Norman. “It represents a commitment to putting clients first and provides an added layer of credibility and trust. It reinforces the fiduciary standard and ensures clients can feel confident that their financial decisions are guided by education, ethics and long-term perspective.”
The CFP® certification process emphasizes a comprehensive, holistic approach to financial planning — integrating investments, retirement, taxes, insurance and estate considerations into a cohesive strategy tailored to each client’s long-term goals. In addition, CFP® professionals must complete ongoing education each year to stay current on evolving tax laws, regulations and market trends.
For 25 years, Anchor has been built on fiduciary responsibility, personalized guidance and long-term relationships—values that continue to shape how the firm develops its team and serves its clients. Norman’s achievement reflects both the firm’s legacy and its continued investment in the future of client service.
“Celebrating our 25th anniversary is a meaningful milestone for our firm, and Robert represents exactly where Anchor is headed,” says John Moorman, Jr., principal at Anchor Investment Management. “His dedication to earning the CFP® designation reflects the high standards we hold ourselves to and the future-focused approach we take to serving our clients.”
Anchor actively supports continuing education and professional development across the firm, reinforcing its belief that exceptional client service is rooted in expertise, integrity and a deep commitment to doing what is right for clients—today and in the future.
“What excites me most about this next chapter is the confidence it gives—both to our clients and to me,” adds Norman. “I’m energized by the opportunity to apply this knowledge every day and to see the positive impact thoughtful financial guidance can have on clients’ lives, families and futures.”
Norman joined Anchor in 2024 and works closely with clients to build strong relationships, set clear expectations and help them understand their financial options. Originally from Delphi, Indiana, he earned a degree in financial counseling and planning from Purdue University. He began his career in retail banking before advancing to an associate wealth manager role within a private wealth team.
About Anchor Investment Management, LLC
Anchor Investment Management, LLC (Anchor) is a boutique wealth management firm located in Columbia, South Carolina, providing custom financial services to individuals, families, trusts and corporations across the Southeast and beyond. Founded in 2000, Anchor specializes in investment management, education funding, insurance analysis, estate planning, charitable giving and financial planning. Built on a foundation of collaboration and transparency, Anchor provides personalized attention and creative solutions to create financial peace of mind. For more information, visit AnchorInvestmentManagement.com.
