The FMA Group

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Rochana Norby, MBA Rochana Norby is a Partner with the FMA Group and a loving mother of three. She has over fifteen years of experience in helping people achieve their financial goals. She has a wide range of expertise in investment planning, tax planning and retirement planning. Rochana is a Registered Representative with Securities America, Incorporated, and is a Registered Investment advisor with Securities America Advisors, Incorporated She has won many top producer awards in her field. She holds an MBA in International Finance from The American Graduate School of International Management as well as a Bachelor of Science degree in Mathematics, Physics, and Chemistry and a post-graduate degree in Library Science, graduating from each of her classes with top honors. Prior to The FMA Group, Rochana worked in several financial management positions with the General Electric Company. She eventually left General Electric to start her own financial consulting company. General Electric was her first client and an on-going client for many years. In addition, she worked with many local corporations to enhance their financial situations, and increase their profits. In addition to teaching courses at the Institute of CPA's, Rochana has given seminars and courses at the University of Pennsylvania’s Advanced Technology Center, Villanova University, and Penn State University. In 1987 Rochana began using the same money awareness techniques with individuals, professionals and small businesses in the local area. Now she and her husband Richard co-own the FMA Group providing financial services and advice with great enjoyment and devotion to their family of clients. Fun Facts Place of Birth:Lucknow, India Favorite Quote: Unless we change direction, we are likely to end up where we are headed Most inspired by: Love and Courage Unusual Talent: Indian Classical Dance Favorite Past time: Playing with my children Favorite Movie: Ramayana Favorite Book: Narada's Bhakti Sutras - Aphorisms on Divine Love Favorite part of job: Watching the "light bulb" go on for my clients when they can clearly see their financial path Philosophy of Life: Love, laugh and serve fully Richard Norby Richard Norby is Partner of The FMA Group and devoted father of three. He has over twenty years of professional and management experience and is currently the firm’s Chief Investment Officer, working with our client’s money and making investment and allocation recommendations. He takes great pleasure in researching current investment options and enjoys keeping up with the latest market trends with particular interest in the Technology sector. Richard uses this knowledge to create a customized portfolio for each client’s needs and risk tolerance. Richard is registered as a Principal with the Financial Industry Regulatory Authority, Incorporated and is a Registered Investment Advisor Representative. Prior to the FMA Group, Richard spent over four years as head of operations for the Hawaii branch of a national non-profit organization. His extensive experience in financial investing began in 1986 when he worked with a successful group of option market makers on the Philadelphia Stock Exchange.

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