Jane Nowak, CFP®

Manager, Financial Education and Wellness

Jane leads the financial planning, wellness and enrollment education for the 401k ProAdvisor Team. While she assists clients at all ages and stages of life, Jane Nowak (pronounced "Novak") takes a special interest in financial planning and retirement planning for women, helping them to take control of their daily finances and fully fund their financial dreams. A specialist in retirement planning, IRAs/Roth IRA conversions and rollovers as well as 401Ks and 403(b)s, active on Twitter and WordPress—as MoneyGal2020—and published across a wide variety of media, Jane is recognized for bringing a unique insight and a fresh perspective to the financial and retirement planning landscape.

 

 

Designations:

CFP®
Series 7 and 66 securities License

Education:

University of Connecticut
Bachelor of Arts in History and Spanish

Published in:

U.S. News & World Report - The 10 Most Difficult Retirement Decisions
NASDAQ
The Financial Planning Association (FPA)
Womenetics.com
Site disclaimer: 401k ProAdvisor is a DBA of Wealth & Pension Services Group, Inc., a registered investment advisor. This site is for information purposes only regarding services. This is not an offer to buy or sell any investment. We do not provide legal or tax advice. Securities offered by Triad Advisors, member FINRA, SIPC.