Zach Novak
, CFP®, ABFP™
Co-Founder, Novak Financial Partners
Zach is a CERTIFIED FINANCIAL PLANNER™ and Accredited Behavioral Finance Professional™ who helps clients align their money with their values so that they can live more intentionally now and in the future. With a background in psychology and a deep belief in access and equity, he brings both heart and strategy to every plan.
Zach’s approach is collaborative, thorough, and solution-oriented. He’s worked with hundreds of families over his 10+ year career, and he’s especially passionate about demystifying complex topics so clients feel confident making decisions that reflect what they care about most.
Prior to co-founding Novak Financial Partners, Zach spent over a decade at nationally recognized Registered Investment Advisors, where he became increasingly focused on delivering planning in a way that’s transparent, approachable, and deeply human.
Outside of work, Zach enjoys reading, exercising, traveling, and cheering on Chicago’s sports teams.
“The best way to predict the future is to create it.” – Peter Drucker
contact Zach.
zach@novakfinancialpartners.com
(618) 319-4543