Our Team

Dedicated financial professionals committed to guiding your wealth with expertise and care.

Our Team

Dedicated financial professionals committed to guiding your wealth with expertise and care.
Amy Novakovich CFP financial advisor at Nova Wealth Management in Naples Florida
  • 239-444-1794
  • amy@novawealthmanagement.com
  • (888) 908 - 6052
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Amy Novakovich, CFP®, CRPC®

Amy Novakovich, CFP®, CRPC®​

Co-Founder & Wealth Advisor

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.

 

Credentials & Recognition

Credentials & Recognition

  • Certified Financial Planner (CFP®): Rigorous credential demonstrating expertise in financial planning and client-focused advice.
  • Chartered Retirement Planning Counselor (CRPC®): Specialist designation in retirement planning strategies.
  • 18+ Years of Financial Planning Experience: Seasoned advisor helping clients with tailored strategies.
  • Registered Investment Advisor Representative & Securities Licenses (S63, S66): qualified to advise and manage investments.
  • Multi-Year Five Star Wealth Manager: Recognized by Gulfshore Life for exceptional client service.

Why Clients Choose Amy

Why Clients Choose Amy

Clear Communication

Personalized Strategies

Partnership Mindset

Start the conversation

Start the conversation

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.

Take the First Step
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409 8,438

🎉🎂 Happy Birthday, Scott! 🎂🎉

Today we’re celebrating Scott, one of our advisors and a CPA whose knowledge, professionalism, and thoughtful approach make a real difference for our clients every day. His commitment to helping clients navigate both planning and tax decisions with clarity and confidence is something we truly value.

Join us in wishing Scott a very happy birthday and a year ahead filled with good health, happiness, and continued success! 🎈✨

💙 Your Nova Wealth Management Team

#HappyBirthday #TeamNova #AdvisorLife #CPA #NovaWealthManagement #Grateful

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Feb 17

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🎉🎂 Happy Birthday, Scott! 🎂🎉Today we’re celebrating Scott, one of our advisors and a CPA whose knowledge, professionalism, and thoughtful approach make a real difference for our clients every day. His commitment to helping clients navigate both planning and tax decisions with clarity and confidence is something we truly value.Join us in wishing Scott a very happy birthday and a year ahead filled with good health, happiness, and continued success! 🎈✨💙 Your Nova Wealth Management Team#HappyBirthday #TeamNova #AdvisorLife #CPA #NovaWealthManagement #Grateful

The office is closed, but we’re still out meeting you. Thank you Bonita National for hosting us today. We took the time to meet and answer questions, and even provide referrals to experts that we know.

Do you want to see us in your community? Let us know below!

☎️ 1-888-677-9910
💻 info@novawealthmanagement.com

#RetirementPlan #retirementgoals #wealthbuilding #wealthmanagement #ira #finance #retirementplanning #retirement

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Feb 16

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The office is closed, but we’re still out meeting you. Thank you Bonita National for hosting us today. We took the time to meet and answer questions, and even provide referrals to experts that we know.Do you want to see us in your community? Let us know below!☎️ 1-888-677-9910 💻 info@novawealthmanagement.com#RetirementPlan #retirementgoals #wealthbuilding #wealthmanagement #ira #finance #retirementplanning #retirement

In observance of Presidents Day, our office will be closed on Monday, and the U.S. stock markets will also be closed for the holiday.

We’ll resume normal business hours on Tuesday and look forward to connecting with you then! If you need assistance, feel free to leave us a message and we’ll respond promptly when we return.

Wishing everyone a meaningful Presidents Day as we reflect on the leadership and history that continue to shape our nation.

📈 Markets reopen Tuesday
📞 888-677-9910
📧 info@novawealthmanagement.com

#PresidentsDay #MarketHoliday #StockMarketClosed #FinancialPlanning #WealthManagement #NovaWealth #BonitaSprings #NaplesFL #MarcoIsland #DallasTX

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Feb 16

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In observance of Presidents Day, our office will be closed on Monday, and the U.S. stock markets will also be closed for the holiday.We’ll resume normal business hours on Tuesday and look forward to connecting with you then! If you need assistance, feel free to leave us a message and we’ll respond promptly when we return.Wishing everyone a meaningful Presidents Day as we reflect on the leadership and history that continue to shape our nation.📈 Markets reopen Tuesday 📞 888-677-9910 📧 info@novawealthmanagement.com#PresidentsDay #MarketHoliday #StockMarketClosed #FinancialPlanning #WealthManagement #NovaWealth #BonitaSprings #NaplesFL #MarcoIsland #DallasTX
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