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
🎥 This Week on Finance Friday: Should You Consider a Roth Conversion?
A Roth conversion can be a powerful tool for long-term tax planning — but it’s not right for everyone.
This Friday, Amy and Beth will walk through:
✅ What a Roth conversion is (and how it works)
✅ When it may make sense — and when it may not
✅ Key tax considerations before you decide
Roth conversions can offer future tax-free growth and flexibility in retirement, but timing, income levels, and long-term goals all play a role.
📅 Join us live this Friday at 12 PM on Facebook to learn how to evaluate whether a Roth conversion could benefit your retirement strategy.
#FinanceFriday #RothConversion #RetirementPlanning #TaxPlanning #NovaWealthManagement
Nov 5
“November’s here — and so are your next financial wins. Let’s get growing 💰 #NovaWealth #WealthBuilding #NovemberEnergy”
Nov 2
A brief pause in the federal government shutdown this fall allowed one key piece of data to get released — the September Consumer Price Index (CPI). Why was this report so important? Because the Social Security Administration (SSA) relies on it to calculate the 2026 Cost-of-Living Adjustment (COLA) for beneficiaries. Without it, millions of retirees wouldn’t know how their benefits will change next year….
https://novawealthmanagement.com/inflation-cola-and-your-retirement-what-the-latest-cpi-report-means-for-2026/?utm_source=instagram-business&utm_medium=jetpack_social
Oct 31
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