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Carol Novak is a CERTIFIED FINANCIAL PLANNER™ professional with over 33 years of advisory sector experience. Married to Allworth Partner Advisor, Dan Novak, and the mother of two adult children, Carol holds a BS in Finance and Economics from Towson University, and has earned an MBA from Loyola University, Maryland. “I believe much of my role as an advisor is to educate my clients and to help them maneuver the complexities of everyday financial decisions,” she said. Carol lives with her husband of 37 years near the Allworth office in Bel Air, Maryland.
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Carol Novak is a CERTIFIED FINANCIAL PLANNER™ professional with over 33 years of advisory sector experience. Married to Allworth Partner Advisor, Dan Novak, and the mother of two adult children, Carol holds a BS in Finance and Economics from Towson University, and has earned an MBA from Loyola University, Maryland. “I believe much of my role as an advisor is to educate my clients and to help them maneuver the complexities of everyday financial decisions,” she said. Carol lives with her husband of 37 years near the Allworth office in Bel Air, Maryland.
Carol Novak
Partner Advisor
Designations: CFP®, MBA
Carol Novak is a CERTIFIED FINANCIAL PLANNER™ professional with over 33 years of advisory sector experience. Married to Allworth Partner Advisor, Dan Novak, and the mother of two adult children, Carol holds a BS in Finance and Economics from Towson University, and has earned an MBA from Loyola University, Maryland. “I believe much of my role as an advisor is to educate my clients and to help them maneuver the complexities of everyday financial decisions,” she said. Carol lives with her husband of 37 years near the Allworth office in Bel Air, Maryland.
Education and Certifications
Who I Best Work With
What Guides My Approach
Carol Novak is a CERTIFIED FINANCIAL PLANNER™ professional with over 33 years of advisory sector experience. Married to Allworth Partner Advisor, Dan Novak, and the mother of two adult children, Carol holds a BS in Finance and Economics from Towson University, and has earned an MBA from Loyola University, Maryland. “I believe much of my role as an advisor is to educate my clients and to help them maneuver the complexities of everyday financial decisions,” she said. Carol lives with her husband of 37 years near the Allworth office in Bel Air, Maryland.
More About Carol:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
97% of Clients Stay With Us2
25,000+ Clients
Best Financial Advisory Firms
USA Today8
14th Ranked RIA
Barron's1
30 Years in Business
$22.5 billion AUM4
Best in Class Ethics
NBRI9
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