portrait of Corey Novak
FINANCIAL ADVISOR
Accepting New Clients
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About Corey

My clients come to me with diverse needs and financial priorities. They lead busy lives and have been investing for a while but aren't always sure if they are on track to meet their goals. Sometimes, a life change prompts a more intensive focus on their future finances.

My process is centered on you. We start with a financial health assessment, identifying your strengths and opportunities. We then create a financial strategy that builds on those strengths and addresses your biggest areas of concern. With a strategy in place, we can determine the level of help you need and establish a...

Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Employee Stock Options
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Domestic Partner Finances

Work History

  • Edward JonesJune 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Chatham CollegeMasters

Personal Interests

  • Mountain Biking
  • Traveling
  • Cooking
  • Outdoor Enthusiast
  • Snowboarding

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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