Jane B. Nowak

Jane B. Nowak Email and Phone Number

Financial Planner @
Jane B. Nowak's Location
Marietta, Georgia, United States, United States
Jane B. Nowak's Contact Details

Jane B. Nowak work email

Jane B. Nowak personal email

n/a
About Jane B. Nowak

Now a Senior Financial Advisor at Southbridge Advisors, .Jane Nowak became interested in financial planning and investments while working at BellSouth/AT&T. In 2006, Jane decided to formally pursue a financial advisory career and begin studying for her CFP® certification. In addition to her depth of financial knowledge, clients recognize Jane for her thoroughness, straight talk and sense of humor. “There are normally several good options for pursuing my clients’ financial goals,” Jane added. “I like to implement the best option while building contingency plans for the ‘what ifs’ in life.”Jane particularly likes helping women with their money concerns, working with clients preparing them for retirement and families with loved ones who have Special Needs. Over the last several years Jane has volunteered with the Financial Planning Association (FPA) to provide Pro Bono financial advice to members of her community. Frequently quoted in the national press, she is also a noted author and speaker on the topic of financial planning for women.When not assisting clients, Jane enjoys photography and gardening. While she loves to travel with her husband, Jane also enjoys staying home and reading a good mystery bookJane is on social media and has been quoted or published online at: The Wall Street Journal.com, Money.com, Marketwatch.com, FoxBusinessNews.com, BloombergNews.com, Yahoo Finance, U.S. News, NASDAQ.com, Parents.com, Investment News, Investor's Business Daily, Investopedia and FPA.com.

Jane B. Nowak's Current Company Details
Freelance

Freelance

Financial Planner
Jane B. Nowak Work Experience Details
  • Freelance
    Financial Advisor
    Freelance May 2023 - Present
  • Southbridge Advisors
    Senior Financial Advisor
    Southbridge Advisors Jul 2019 - Present
    Marietta, Ga 30068
  • Wealth And Pension Services Group
    Senior Financial Advisor|Investments|Retirement|Women And Money|Divorce Financialspecial Needs
    Wealth And Pension Services Group Sep 2017 - Jul 2019
    Atlanta, Ga
    My practice focuses on all aspects of Financial Planning including: Investments, Retirement, Divorce Financial and Special Needs. I work with clients to help them meet their day to day financial goals with a long term view to fully fund their lifetime dreams and goals.
  • Wealth And Pension Services Group
    Financial Advisor
    Wealth And Pension Services Group Feb 2009 - Aug 2017
    Atlanta, Ga
    Providing clients with Comprehensive Financial Planning services.
  • Kring Financial Management
    Paraplanner
    Kring Financial Management 2008 - 2009
    Financial Planning Advisor responsible for providing clients with projections for retirement needs, setting up and administrating all types of client accounts, performance reporting, database management, computerization and various administrative tasks for Kring Financial Management.
  • Bellsouth (At&T)
    Manager
    Bellsouth (At&T) Jan 2000 - Jan 2008
    Manager, IT Technical and Administrative Support Staff - Atlanta GAManaged a team that developed and implemented 'in house' web- based applications. Team also, provided Admisnistrative and Data Support to Operations Staff and Field Operations Forces.
    View

Jane B. Nowak Skills

Financial Planning Socially Responsible Investing Green And Sustainability Investing Financial Planning For Women Financial Advisory For Women Financial Planning For At&t Employees Conversational Spanish Retirement Planning Retirement Income Strategies Retirement Savings Certified Financial Planner Term Life Insurance 401k Rollovers 401k 403b Rollovers Ira's Roth Ira Simple Ira Strategic Financial Planning Mutual Funds Wealth Management Financial Advisory Asset Management Personal Financial Planning Wealth Accumulation Wealth Preservation Planning Wealth Management Services Investments Wealth Investment Advisory Portfolio Management Investment Management High Net Worth Individuals Alternative Investments Financial Goals Asset Allocation Retirement Rollovers Iras Small Business Personal Finance Finance Series 7 Insurance Etfs Pensions

Jane B. Nowak Education Details

Frequently Asked Questions about Jane B. Nowak

What company does Jane B. Nowak work for?

Jane B. Nowak works for Freelance

What is Jane B. Nowak's role at the current company?

Jane B. Nowak's current role is Financial Planner.

What is Jane B. Nowak's email address?

Jane B. Nowak's email address is ja****@****ial.com

What schools did Jane B. Nowak attend?

Jane B. Nowak attended University Of Connecticut, Kennesaw State University, Marquette University.

What are some of Jane B. Nowak's interests?

Jane B. Nowak has interest in Gardening, Gardening And Yoga, Reading, Photography, Travel And Yoga.

What skills is Jane B. Nowak known for?

Jane B. Nowak has skills like Financial Planning, Socially Responsible Investing, Green And Sustainability Investing, Financial Planning For Women, Financial Advisory For Women, Financial Planning For At&t Employees, Conversational Spanish, Retirement Planning, Retirement Income Strategies, Retirement Savings, Certified Financial Planner, Term Life Insurance.

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