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.

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April is Financial Literacy Month 💡
Understanding your finances is an important step toward making informed decisions. From budgeting and saving to retirement and tax planning, education plays a key role in building confidence over time 📈.

At Nova Wealth Management, we believe financial literacy is about more than just numbers—it’s about understanding how different pieces of your financial life work together.

If you’d like to learn more or start a conversation, we’re here to help 🤝. Call us at 1-888-677-9910 or visit novawealthmanagement.com.

#FinancialLiteracyMonth #FinancialEducation #FinancialPlanning #MoneyMatters #NovaWealthManagement

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Apr 1

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Open post by nova_wealth_management with ID 18120887521711745
April is Financial Literacy Month 💡 Understanding your finances is an important step toward making informed decisions. From budgeting and saving to retirement and tax planning, education plays a key role in building confidence over time 📈.At Nova Wealth Management, we believe financial literacy is about more than just numbers—it’s about understanding how different pieces of your financial life work together.If you’d like to learn more or start a conversation, we’re here to help 🤝. Call us at 1-888-677-9910 or visit novawealthmanagement.com.#FinancialLiteracyMonth #FinancialEducation #FinancialPlanning #MoneyMatters #NovaWealthManagement

Amy and Stephen are teaching our community tonight at bistro_821 in downtown Naples. So many of community members learn how to not just survive, but to thrive in retirement!

We’ll visit you in your community or club, if you’d like us to come out. Send us a message to reserve your time.

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

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

View Instagram post by nova_wealth_management

Mar 10

9 0
Open post by nova_wealth_management with ID 18436868458115036
Amy and Stephen are teaching our community tonight at bistro_821 in downtown Naples. So many of community members learn how to not just survive, but to thrive in retirement!We’ll visit you in your community or club, if you’d like us to come out. Send us a message to reserve your time.☎️ 888-677-9910 💻 info@novawealthmanagement.com#RetirementPlan #retirementgoals #wealthbuilding #wealthmanagement #ira #finance #retirementplanning #retirement

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