
Norman Okada, MBA, AFC®
Technician

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About me
Accredited Financial Counselor at Zeiders Enterprises, Inc.
Education

Colorado State University
2009 - 2011MBA BusinessActivities and Societies: Gamma Beta Phi

California Lutheran University
2010 - 2013Certificate in Personal Financial Planning Financial PlanningCertificate in Financial Planning leading to possible taking the Certified Financial Planning (CFP) exam.

University of Maryland Global Campus
2005 - 2007Bachelors of Science Psychology
University of Maryland University College
2005 - 2006Associate of Arts General Studies
Experience

US Navy
Mar 1984 - Mar 2008Technician
USS Hawbill
Jan 1997 - Jan 1999Lead Technician
Naval Branch Health Clinic Sasebo, Japan
Dec 2004 - Mar 2008Substance Abuse Rehabilitation Program Director/CounselorAs the only active duty military Program Director in the Pacific, managed the Substance Abuse and Rehabilitation Program daily operations, to include screenings, treatment, and referral to outside activities in support of the 5,600 beneficiaries of Commander Fleet Activities Sasebo, Expeditionary Strike Group Seven and visiting ships. Collected, maintained and analyzed data for regional process improvement programs, and provided power point briefings to Commander Fleet Activities Sasebo, Command Master Chief and 10 Drug and Alcohol Program Advisors on trend analysis and abuse prevention methods. Facilitated command briefings and training to 24 tenant command and ships of Expeditionary Strike Group. Prepared and submitted quarterly reports to Officer in Charge Sasebo and Bureau of Medicine. Oversee the design and implementation of prevention education programs and campaigns. Developed and implemented a spreadsheet to track alcohol related incidents and referral time.Performed substance abuse assessments, managed cases, and facilitated treatment and group intervention. Implemented and managed a treatment program for patients not meeting criteria of substance Dependence or Abuse, but requiring education on choices, biological affects, and family of origin issues.Presented service member and family education on substance abuse and provided information on recognizing, reporting, preventing abuse and available intervention services for military community. Facilitated Fleet and Family Service Center Exceptional Sailor Program; covering stress management, conflict and anger management as they pertained to substance abuse. SARP Outreach Coordinator providing on-site training to military units and command consultation to Commanding Officers and conducted orientations for deployed Seabee units. Monitored SARP duty cell-phone and received reports of alcohol related incidents. Show less

Serco
Oct 2009 - Sept 2015Serving as a non-clinical trainer/educator, plans, implements and administers education programs/services. Provide consultation to leadership and assist in developing individualized training plans for specific commands/units in such areas as anger management, parenting skills and suicide prevention.. Responsible for overall development and maintenance of assigned courses and determines the needs for and initiates changes/updates in course development. Demonstrates techniques to trainee instructors and evaluates the performance of lower level instructors. Show less
Personal Financial Management Specialist
Nov 2010 - Sept 2015Education Services Facilitator
Oct 2009 - Oct 2010

AFSC/Magellan Federal
Oct 2015 - Oct 2019Accredited financial CounselorPrimary resource and subject matter expert for military and family members. Provides financial education/training, information, and referral assistance to military personnel and their family members.Maintains ongoing liaison with financial institutions located on base to encourage military and family member awareness of personal finance.

Zeiders Enterprises, Inc.
Nov 2019 - nowAccredited Financial CounselorPrimary resource and subject matter expert for military and family members. Provides financial education/training, information, and referral assistance to military personnel and their family members.Maintains ongoing liaison with financial institutions located on base to encourage military and family member awareness of personal finance.
Licenses & Certifications
- View certificate
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Accredited Financial Counselor®
AFCPE® (Association for Financial Counseling and Planning Education®)May 2013
Languages
- jaJapanese
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