Dan Novak
Partner Advisor
Designations: CFP®
410-515-6310
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 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.”
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- Dan Novak, Allworth Partner Advisor
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.
We place the needs of our clients first every single time, because when financial guidance is uncompromised by self-interest or distractions — 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
23,000+ Clients
Best in Class Advisors
NBRI3
Best in Class Ethics
NBRI3
30 Years in Business
$19 billion AUM4
Top 100 RIA Firm
Barron's1
