6109332
{id=114067738927, createdAt=1683134472217, updatedAt=1711486608902, path='dan-novak', name='Dan Novak – Partner Advisor | Allworth Financial', 1='{type=string, value=Dan Novak}', 2='{type=option, value={id=1, name='Advisors', order=0, label='Advisors'}}', 18='{type=string, value=Dan Novak is a Partner Advisor in Allworth Financial's Bel Air, MD office. View Dan's profile to review credentials and learn more about them.}', 3='{type=string, value=Partner Advisor}', 4='{type=string, value=CFP®}', 7='{type=string, value=410-515-6310}', 8='{type=string, value=
}', 9='{type=image, value=Image{width=400,height=400,url='https://403949.fs1.hubspotusercontent-na1.net/hubfs/403949/Advisors/dan-novak.jpg',altText='',fileId=null}}', 13='{type=list, value=[{id=110431428956, name='Bel Air'}]}', 14='{type=list, value=[{id=110431428956, name='MD'}]}', 15='{type=list, value=[{id=110431428956, name='bel-air'}]}'}
Dan Novak is a CERTIFIED FINANCIAL PLANNER™ professional with over 37 years of advisory sector experience. Married to Allworth Partner Advisor, Carol Novak, the father of two earned his bachelor’s degree in Business Administration from Loyola University, Maryland. Said Dan: “My history as a competitive athlete instilled in me the drive, determination, and team-first mentality needed to successfully work with clients to help them achieve their goals, to remind them to keep their eye on the ball, and to support them so they do not become distracted by the challenges we all encounter along the way.”
dynamic_page_hubdb_row = {id=114067738927, createdAt=1683134472217, updatedAt=1711486608902, path='dan-novak', name='Dan Novak – Partner Advisor | Allworth Financial', 1='{type=string, value=Dan Novak}', 2='{type=option, value={id=1, name='Advisors', order=0, label='Advisors'}}', 18='{type=string, value=Dan Novak is a Partner Advisor in Allworth Financial's Bel Air, MD office. View Dan's profile to review credentials and learn more about them.}', 3='{type=string, value=Partner Advisor}', 4='{type=string, value=CFP®}', 7='{type=string, value=410-515-6310}', 8='{type=string, value=
}', 9='{type=image, value=Image{width=400,height=400,url='https://403949.fs1.hubspotusercontent-na1.net/hubfs/403949/Advisors/dan-novak.jpg',altText='',fileId=null}}', 13='{type=list, value=[{id=110431428956, name='Bel Air'}]}', 14='{type=list, value=[{id=110431428956, name='MD'}]}', 15='{type=list, value=[{id=110431428956, name='bel-air'}]}'}
Dan Novak is a CERTIFIED FINANCIAL PLANNER™ professional with over 37 years of advisory sector experience. Married to Allworth Partner Advisor, Carol Novak, the father of two earned his bachelor’s degree in Business Administration from Loyola University, Maryland. Said Dan: “My history as a competitive athlete instilled in me the drive, determination, and team-first mentality needed to successfully work with clients to help them achieve their goals, to remind them to keep their eye on the ball, and to support them so they do not become distracted by the challenges we all encounter along the way.”
Dan Novak
Partner Advisor
Designations: CFP®
Dan Novak is a CERTIFIED FINANCIAL PLANNER™ professional with over 37 years of advisory sector experience. Married to Allworth Partner Advisor, Carol Novak, the father of two earned his bachelor’s degree in Business Administration from Loyola University, Maryland. Said Dan: “My history as a competitive athlete instilled in me the drive, determination, and team-first mentality needed to successfully work with clients to help them achieve their goals, to remind them to keep their eye on the ball, and to support them so they do not become distracted by the challenges we all encounter along the way.”
Education and Certifications
Who I Best Work With
What Guides My Approach
Dan Novak is a CERTIFIED FINANCIAL PLANNER™ professional with over 37 years of advisory sector experience. Married to Allworth Partner Advisor, Carol Novak, the father of two earned his bachelor’s degree in Business Administration from Loyola University, Maryland. Said Dan: “My history as a competitive athlete instilled in me the drive, determination, and team-first mentality needed to successfully work with clients to help them achieve their goals, to remind them to keep their eye on the ball, and to support them so they do not become distracted by the challenges we all encounter along the way.”
More About Dan:
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
.svg)
.svg)
.svg)
.svg)