Professional Designations

Associate Wealth Advisor

Zach Novak, CFP®

Zach Novak joined Buckingham Strategic Wealth in 2019 as an associate wealth advisor. In his role Zach creates personalized investment policy statements and a holistic financial planning strategy for each of his clients. Zach also facilitates the consulting process through preparation and follow-up at each step of the client experience and serves day-to-day client needs.

At age 16, Zach read “Rich Dad, Poor Dad” and it sparked a passion for personal finance. During his brief stint in graduate school, he found he was intently studying the upcoming Alibaba initial public offering when he was supposed to be intently studying school counseling courses. That’s when he realized he probably wasn’t meant to be a high school guidance counselor!

For Zach, one of the most rewarding parts of his work in the financial services industry is having the opportunity to help people every day with his lifelong interest. He relishes the gratification that comes whenever he and his colleagues successfully solve a problem for a client.

Prior to joining Buckingham, Zach spent 5 years in Denver, CO working for OppenheimerFunds, serving in several different roles providing investment, practice management and advisor education consulting services to financial advisors across the country. During his time in Denver, Zach contributed to various volunteer efforts with Junior Achievement, World Vision, Colorado Mountain Bike Association, Boys & Girls Club, Common Impact, and the Colorado Fourteeners Initiative.

Zach earned a Bachelor of Social Work from Southern Illinois University. He is a CERTIFIED FINANCIAL PLANNERTM professional and is active in the Southern Illinois University Alumni Association.

Zach loves spending time staying active, cheering on the Chicago sports teams, traveling to new places, and spending quality time in his beloved hometown of Carbondale, Illinois. He has a twin brother that works in financial services as well.

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