Dan Novak

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.”