Amy Novakovich Cfp® Crpc®

Amy Novakovich Cfp® Crpc® Email and Phone Number

Owner and Managing Partner @ Nova Wealth Management, Inc
Bonita Springs, FL, US
Amy Novakovich Cfp® Crpc®'s Location
Bonita Springs, Florida, United States, United States
Amy Novakovich Cfp® Crpc®'s Contact Details

Amy Novakovich Cfp® Crpc® work email

Amy Novakovich Cfp® Crpc® personal email

n/a

Amy Novakovich Cfp® Crpc® phone numbers

About Amy Novakovich Cfp® Crpc®

Recent Features: Forbes-Forbes.com/sites/forbesleadershipcollective/2018/09/28/the-eight-most-informative-podcast-episodes-youll-ever-hear/#3be50bdb557dEntrepeneur Magazine: http://entm.ag/99rNova Wealth Management is a Registered Investment Advisor. Our clients include business owners, athletes, entertainers and retired individuals. We help with everything from financial planning and cash flow management to individual investment strategies. In order to service our clients as efficiently as possible, we form relationships with professionals such as attorneys, CPAs, lending firms, bankers, business management companies and business growth specialists. Go to our company Linked In page and Follow Us for daily market and economic updates along with Local News.Investing involves risk. May Lose Value - Are Not Guaranteed by any Bank-Are Not A Deposit - Are Not Insured by any Federal or State Government Agency.Amy Novakovich, CFP® was formerly Amy Harris, CFP®. For a list of States in which I am registered to do business in, please visit www.novawealthmanagement.com.

Amy Novakovich Cfp® Crpc®'s Current Company Details
Nova Wealth Management, Inc

Nova Wealth Management, Inc

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Owner and Managing Partner
Bonita Springs, FL, US
Amy Novakovich Cfp® Crpc® Work Experience Details
  • Nova Wealth Management, Inc
    Owner And Managing Partner
    Nova Wealth Management, Inc
    Bonita Springs, Fl, Us
    View
  • Nova Wealth Management, Inc
    Owner / Managing Partner
    Nova Wealth Management, Inc Dec 2011 - Present
    Bonita Springs
    Amy Novakovich is a CERTIFIED FINANCIAL PLANNER™ Professional that focuses on the overall financial well-being of clients. Starting at the University of Wisconsin-LaCrosse in Psychology, Amy then moved to Florida in 2004. From investments to insurance, and planning to debt management, Amy helps clients assess what needs and risks exist. Coming from the banking channel, she has experience with almost every type of financial situation, risk tolerance, and investment knowledge level a client may possess. Previously with a securities division in a large bank, Amy has had clients that are seeking a conservative strategy such as CD’s, to clients that are more speculative in nature and trade equities to options. Amy holds a Bachelors degree in Finance from Florida Gulf Coast University. Amy also holds her CFP® and is CEO of Nova Wealth Management, INC. Amy has taken detailed notice to all aspects of a clients’ situation in order to help them determine what the next step will be.
  • Nova Wealth Management, Inc
    Managing Director Of Sports Management
    Nova Wealth Management, Inc Dec 2011 - Present
  • Fifth Third Securities
    Financial Advisor
    Fifth Third Securities Jun 2006 - Dec 2011
    View

Amy Novakovich Cfp® Crpc® Skills

Wealth Management Equities Mutual Funds Portfolio Management Investments Life Insurance Series 7 Series 63 Mortgage Lending Term Life Insurance Certified Financial Planner Financial Analysis Wealth Preservation Planning Fixed Annuities Strategic Financial Planning Asset Management 401k Rollovers Commercial Lending Series 65 Financial Services Roth Ira Finra Long Term Care Iras Financial Planning Financial Planners Investment Management Investment Strategies Banking Financial Advisory Asset Allocation Wealth Management Services Retirement Estate Planning Securities Investment Advisory Retirement Planning Finance Wealth Insurance Variable Annuities

Amy Novakovich Cfp® Crpc® Education Details

Frequently Asked Questions about Amy Novakovich Cfp® Crpc®

What company does Amy Novakovich Cfp® Crpc® work for?

Amy Novakovich Cfp® Crpc® works for Nova Wealth Management, Inc

What is Amy Novakovich Cfp® Crpc®'s role at the current company?

Amy Novakovich Cfp® Crpc®'s current role is Owner and Managing Partner.

What is Amy Novakovich Cfp® Crpc®'s email address?

Amy Novakovich Cfp® Crpc®'s email address is am****@****ent.com

What is Amy Novakovich Cfp® Crpc®'s direct phone number?

Amy Novakovich Cfp® Crpc®'s direct phone number is +123991*****

What schools did Amy Novakovich Cfp® Crpc® attend?

Amy Novakovich Cfp® Crpc® attended University Of Wisconsin-La Crosse, Certified Financial Planning Board Of Standards, Florida Gulf Coast University.

What skills is Amy Novakovich Cfp® Crpc® known for?

Amy Novakovich Cfp® Crpc® has skills like Wealth Management, Equities, Mutual Funds, Portfolio Management, Investments, Life Insurance, Series 7, Series 63, Mortgage Lending, Term Life Insurance, Certified Financial Planner, Financial Analysis.

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