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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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💵 Corporate bond yields are near their highest levels in years…

But higher yields don`t automatically mean a better investment.

Our newest blog explains:
📈 Why bond yields have increased
⚖️ The trade-off between yield and risk
🏦 Bond ladders vs. individual bonds
📊 How bonds fit into retirement income planning
💼 Why your financial goals matter more than today`s rates

Read the full article through the link in our bio!

#BondInvesting #RetirementPlanning #FinancialPlanning #FixedIncome #WealthManagement #RetirementIncome #InvestSmart #IncomePlanning

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Jul 14

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Open post by nova_wealth_management with ID 18101506544622323
💵 Corporate bond yields are near their highest levels in years...But higher yields don't automatically mean a better investment.Our newest blog explains: 📈 Why bond yields have increased ⚖️ The trade-off between yield and risk 🏦 Bond ladders vs. individual bonds 📊 How bonds fit into retirement income planning 💼 Why your financial goals matter more than today's ratesRead the full article through the link in our bio!#BondInvesting #RetirementPlanning #FinancialPlanning #FixedIncome #WealthManagement #RetirementIncome #InvestSmart #IncomePlanning

👵👴 Grandparents, this one`s for you!

Trump Accounts are getting a lot of attention…

But are they actually the best way to save for a grandchild`s college education?

In our newest blog, we break down:
📚 Trump Accounts vs. 529 Plans
💰 Tax advantages
🎓 College savings strategies
🏡 Long-term flexibility
👨‍👩‍👧‍👦 Legacy planning

Sometimes the newest option isn`t always the best fit—and sometimes using both accounts may make sense.

🔗 Read the full article through the link in our bio!

#529Plan #CollegeSavings #FinancialPlanning #Grandparents #EstatePlanning #LegacyPlanning #EducationPlanning #RetirementPlanning

View Instagram post by nova_wealth_management

Jul 13

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Open post by nova_wealth_management with ID 18465399142104585
👵👴 Grandparents, this one's for you!Trump Accounts are getting a lot of attention...But are they actually the best way to save for a grandchild's college education?In our newest blog, we break down: 📚 Trump Accounts vs. 529 Plans 💰 Tax advantages 🎓 College savings strategies 🏡 Long-term flexibility 👨‍👩‍👧‍👦 Legacy planningSometimes the newest option isn't always the best fit—and sometimes using both accounts may make sense.🔗 Read the full article through the link in our bio!#529Plan #CollegeSavings #FinancialPlanning #Grandparents #EstatePlanning #LegacyPlanning #EducationPlanning #RetirementPlanning

💰 Could your 457 plan be a hidden retirement opportunity?

If you`re a government employee, first responder, educator, or work for another eligible public employer, a 457 plan may offer unique retirement planning advantages that many people overlook.

Our newest blog explains:
✔️ What a 457 plan is
✔️ How it differs from other retirement plans
✔️ Why it may play an important role in your retirement income strategy

Read the full article through the link in our bio!

#457Plan #RetirementPlanning #FinancialPlanning #FirstResponders #GovernmentEmployees #RetirementGoals #WealthManagement #RetirementReady

View Instagram post by nova_wealth_management

Jul 10

1 0
Open post by nova_wealth_management with ID 18174581605424213
💰 Could your 457 plan be a hidden retirement opportunity?If you're a government employee, first responder, educator, or work for another eligible public employer, a 457 plan may offer unique retirement planning advantages that many people overlook.Our newest blog explains: ✔️ What a 457 plan is ✔️ How it differs from other retirement plans ✔️ Why it may play an important role in your retirement income strategyRead the full article through the link in our bio!#457Plan #RetirementPlanning #FinancialPlanning #FirstResponders #GovernmentEmployees #RetirementGoals #WealthManagement #RetirementReady

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