Zach Novak
, CFP®
Zach is a CERTIFIED FINANCIAL PLANNER™ that specializes in comprehensive, goals-based financial planning. Zach loves solving complex problems and providing solutions that help people align their resources with their values in order to live a more fulfilling life now and in the future.
As a social work and psychology major at Southern Illinois University, Zach is very passionate about client advocacy, behavioral finance, and access to financial advice.
Prior to joining core planning, Zach spent over 10 years at nationally recognized Registered Investment Advisors & Asset Managers and had the privilege of serving hundreds of clients from all walks of life.
During this journey, he grew increasingly obsessed with finding the most innovative way to facilitate the invaluable financial planning service in a manner that’s welcoming, transparent, and accessible.
Outside of work, Zach enjoys reading, exercising, spending quality time with friends and family, and cheering on his beloved Chicago sports teams.
contact Zach.
zach@novakfinancialpartners.com
(618) 319-4543