Amy Novakovich, CFP®, CRPC®
Co-Founder & Wealth Advisor
- Company:Nova Wealth Management
- Groups: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:
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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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Today we`re celebrating Judd Garrett and all that he brings to the Nova Wealth Management family! 🎂
Judd is passionate about helping individuals and families prepare for the future with confidence. His commitment to serving others, thoughtful guidance, and genuine care for his clients make him an incredible part of our team.
Whether he`s educating clients, hosting retirement workshops, or helping people navigate life`s financial decisions, Judd is always focused on making a positive difference.
Judd, thank you for your dedication, your kindness, and the energy you bring to Nova every day. We hope your birthday is filled with laughter, great memories, and time spent with the people you love most.
Please join us in wishing Judd a very Happy Birthday! 🎉🎈🎁
💙 Happy Birthday, Judd—we`re grateful to celebrate you today!
#HappyBirthday #TeamNova #NovaWealthManagement #CelebrateOurTeam #BirthdayCelebration #FinancialPlanning
Jun 25
Am I Financially Okay? A 4-Part Financial Checkup | Nova Wealth Management
Am I Financially Okay? A 4-Part Checkup for Your Financial Life Many people quietly wonder whether they are financially “okay.” That question can surface after checking a bank balance, seeing a retirement benchmark, talking with friends, or wondering whether progress is happening fast enough. A recent Forbes article by Kristin Vance Richards, Ph.D., LCSW, titled Am I Financially Okay? A 4-Part Test For Women Who Feel Behind……
https://novawealthmanagement.com/am-i-financially-okay/?utm_source=instagram-business&utm_medium=jetpack_social
Jun 25
RMDs can affect more than your retirement account balance.
They may also impact:
✔️ Taxes
✔️ Medicare premiums
✔️ Retirement income
✔️ Estate planning
✔️ Roth conversion decisions
Our latest blog explains how the life expectancy method is used to calculate IRA distributions.
Read more at the link in bio.
#RetirementPlanning #RMD #RetirementIncome #TaxPlanning #FinancialPlanning
Jun 24
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