Amy Novakovich, CFP®, CRPC®
Co-Founder & Wealth Advisor
- Company:Nova Wealth Management
- Group: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.
Connect With Me:
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
📣 We’re Hiring an Intern! (Part-Time)
Nova Wealth Management is looking for a detail-oriented, motivated intern to support our client experience, marketing, and event coordination efforts. This role is ideal for someone who enjoys organization, communication, and learning how a wealth advisory firm operates day-to-day.
📌 Responsibilities include:
Editing YouTube videos into short clips
Categorizing video content for our website’s media library
Assisting with follow-up calls and staying on top of outreach to prospective clients
Attending lunch seminars to assist with check-in, appointments, and guest interaction
Supporting our team at several upcoming events:
January: 14 (12–5pm), 16 (8am–2pm)
February: 3 (9am–12pm), 4 (9am–12pm), 16 (10am–1pm), 20 (11am–2pm)
March: 2 (1–4pm), 13 (10am–1pm)
Additional events as needed
📅 Hours: 10–20 per week
💵 Compensation: $15/hour
If you—or someone you know—may be a good fit, please send a message or email us at beth@novawealthmanagement.com for more details!
Nov 18
🌍 Today is World Diabetes Day, a day dedicated to raising awareness and supporting those living with diabetes — including someone very special to the Nova Wealth Management family.
Many of you know that Jim and Amy’s daughter, Hope, was diagnosed with Type 1 diabetes. Her strength, resilience, and positive spirit inspire all of us every single day. 💙
Type 1 diabetes requires constant vigilance — monitoring, planning, and adjusting — yet Hope continues to face every challenge with grace and determination.
Today, we’re proud to honor Hope and the millions of individuals and families affected by diabetes around the world.
Together, we can continue to support research, education, and advocacy that bring us closer to a world where diabetes no longer defines daily life. 💪
#WorldDiabetesDay #Type1Diabetes #DiabetesAwareness #HopeForHope #NovaWealthManagement #Community #BlueCircle
Nov 15
How Roth Conversions Can Strengthen Your Retirement Tax Plan
Paying some taxes now could save you much more later. Learn how a Roth conversion can create tax-free income, reduce future RMDs, and give you greater control in retirement.
At Nova Wealth Management, based in Bonita Springs and serving Naples, Marco Island, Estero, and Fort Myers, we help clients explore whether a Roth conversion fits their long-term goals.
Read more
Call 1-888-677-9910 to discuss your strategy.
https://novawealthmanagement.com/how-roth-conversions-can-strengthen-your-retirement-tax-plan/?utm_source=instagram-business&utm_medium=jetpack_social
Nov 14
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