Max Novak
, CFP®
Max is a CERTIFIED FINANCIAL PLANNER™ who specializes in comprehensive, goals-driven financial planning. He enjoys helping his clients create personalized financial plans to achieve their financial goals whether that’s financial independence, buying a forever home, funding college education, or all the above.
A teacher at heart, Max is passionate about educating his clients about their financial options and empowering them to choose the path that they are the most comfortable with.
Max earned his Bachelor of Science in Business Administration and MBA from Southern Illinois University and has spent nearly a decade working with nationally recognized financial planning firms serving clients across the country. He is driven to make high quality financial planning and advice more affordable and more accessible to the people who need it most.
Originally from Carterville, Illinois, Max lived in Denver and St. Louis before returning home to be closer to friends and family. Outside of work, Max enjoys reading, playing golf, and cheering on his beloved Chicago sports teams.
“A goal without a plan is just a wish.” – Antoine de Saint-Exupery
contact Max.
max@novakfinancialpartners.com
(618) 319-6385