Matthew Novak
Senior Advisor, Cfp @Sparta Wealth Partners
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WORK HISTORY
Senior Advisor, Cfp @Sparta Wealth Partners
Miami, FL, US
Develop comprehensive financial plans for high-net-worth clients integrating investment management, tax optimization, estate planning, and retirement strategy.• Evaluate portfolio allocation across taxable, tax-deferred, and tax-advantaged accounts to improve tax efficiency and long-term portfolio growth.• Developed business succession planning in accordance with estate laws to maximize principal wealth transfer.• Scrutinized investment portfolios of clients, pinpointing avenues for expansion and diversification, and furnishing tailored recommendations on viable investment avenues.• Instructed clients on intricate financial concepts and products, ensuring clarity in comprehension of financial plans and investment alternatives.• Ensure planning recommendations align with regulatory standards and fiduciary best practices.
EDUCATION
Florida International University
Master of Science - MS
The Ohio State University
Bachelor of Science (BS)
ABOUT MATTHEW NOVAK
Matthew Novak is a seasoned CERTIFIED FINANCIAL PLANNER™ with over fourteen years of…
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