Amy Novakovich, CFP®, CRPC®
Co-Founder & Wealth Advisor
- Company:Nova Wealth Management
- Groups:Expert Financial Planners, Leadership Team
Amy Novakovich, CFP®, CRPC®
Co-Founder & Wealth Advisor
Combining her background in psychology and finance, Amy provides clients with personalized retirement strategies designed to align with their goals and values.
As co-founder of Nova Wealth Management, Amy believes financial planning goes beyond the numbers—it’s about understanding the emotions, motivations, and dreams that shape each client’s financial journey. Her mission is to offer thoughtful guidance and dedicated service, treating every client as if they were her only one.
Originally from Wisconsin, Amy moved to Florida in 2004 and earned her degree in Finance from Florida Gulf Coast University. She is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and a Chartered Retirement Planning Counselor® (CRPC®).
Outside of her professional work, Amy and her husband, James, enjoy life with their five children—James, Grace, Hope, Ben, and Amelia. She is actively involved in her church, serving on the intercessory prayer team and singing with the worship team. Amy is also a multi-year recipient of the Five Star Wealth Manager honor from Gulfshore Life magazine.
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No matter where you are on your financial journey, our team is here to help. Reach out today to schedule a consultation with one of our experienced advisors. We’d love to get to know you, understand your goals, and share how our team can help you achieve financial peace of mind.
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2026 has been something else 😳
New places.
New connections.
New friendships.
The same commitment to helping our clients.
What are you waiting for?
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Jun 23
Phantom Income: Why You Could Owe Taxes on Money You Never Received | Nova Wealth Management
Phantom Income: Why You Could Owe Taxes on Money You Never Received Most people assume they only owe taxes on money they actually receive. However, certain investments, business structures, and debt arrangements can create taxable income even when no cash is distributed. This concept is known as phantom income. A recent Investopedia article titled Phantom Income: What It Is and How It`s Taxed……
https://novawealthmanagement.com/phantom-income-tax/?utm_source=instagram-business&utm_medium=jetpack_social
Jun 23
Are you pulling your money from the correct accounts? You won’t know unless you have a team like ours who educates you on why you’re using certain accounts.
Thank you Fleming’s for hosting us today.
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☎️ 1-888-677-9910
#retirementgoals #wealthbuilding #wealthmanagement #ira #finance #retirementplanning #retirement
Jun 18
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