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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We’re treating our Dallas community today to learning tips and tricks to survive retirement. If you’re current advisor doesn’t have plans for you, they are not necessarily giving you the tools needed for your retirement.

Thank you Park City Club for hosting us!

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Apr 23

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We’re treating our Dallas community today to learning tips and tricks to survive retirement. If you’re current advisor doesn’t have plans for you, they are not necessarily giving you the tools needed for your retirement.Thank you Park City Club for hosting us!#RetirementPlan #retirementgoals #wealthbuilding #wealthmanagement #ira #finance #retirementplanning

Financial literacy can help bring clarity to retirement planning 📊

Understanding how income sources, investments, and timing decisions work together can help you make more informed choices over time.

Planning for retirement isn’t just about one decision—it’s about how everything connects 🔄.

If you’d like to review your current strategy or explore your options, our team is here to help 🤝. Call 1-888-677-9910 or visit novawealthmanagement.com/retirement-planning/.

#FinancialLiteracyMonth #RetirementPlanning #FinancialConfidence #LongTermPlanning #NovaWealthManagement

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Apr 22

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Open post by nova_wealth_management with ID 17988911648971698
Financial literacy can help bring clarity to retirement planning 📊Understanding how income sources, investments, and timing decisions work together can help you make more informed choices over time.Planning for retirement isn’t just about one decision—it’s about how everything connects 🔄.If you’d like to review your current strategy or explore your options, our team is here to help 🤝. Call 1-888-677-9910 or visit novawealthmanagement.com/retirement-planning/.#FinancialLiteracyMonth #RetirementPlanning #FinancialConfidence #LongTermPlanning #NovaWealthManagement

Financial literacy includes understanding how taxes fit into your plan 🧾
Taxes can impact many areas of your financial life—from income to investments to retirement withdrawals. That’s why they’re often most effective when considered as part of a broader strategy, not just at filing time 📅.

If you’d like to learn more about how tax planning connects to your overall plan, we’re here to help 🤝. Call 1-888-677-9910 or visit novawealthmanagement.com/tax-planning/.

#FinancialLiteracyMonth #TaxPlanning #FinancialEducation #ThoughtfulPlanning #NovaWealthManagement

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Apr 15

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Open post by nova_wealth_management with ID 18100262006073241
Financial literacy includes understanding how taxes fit into your plan 🧾 Taxes can impact many areas of your financial life—from income to investments to retirement withdrawals. That’s why they’re often most effective when considered as part of a broader strategy, not just at filing time 📅.If you’d like to learn more about how tax planning connects to your overall plan, we’re here to help 🤝. Call 1-888-677-9910 or visit novawealthmanagement.com/tax-planning/.#FinancialLiteracyMonth #TaxPlanning #FinancialEducation #ThoughtfulPlanning #NovaWealthManagement

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