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 worked at OppenheimerFunds, serving in several different roles providing investment, practice management and advisor education consulting services to financial advisors across the country.
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 was born and raised in Carbondale, Illinois before moving to Denver. He has a twin brother that works in financial services as well.