Back To School: Investing In Education At Novi Wealth Partners

Updated: Oct 2



We at Novi Wealth Partners put a premium on education because we believe that furthering our knowledge and enhancing our expertise allows us to provide service that exceeds your expectations. That’s why we are proud and excited to share how our firm is investing in education.


What Makes A CFP® Unique?

You may know that Novi Wealth Partners has four experienced and educated CERTIFIED FINANCIAL PLANNER® (CFP®) practitioners, but you may not know why that’s important. There are almost 180 designations in the financial services field and each one has different standards and requirements. (1)


The CFP® program is recognized as a top professional distinction for financial planners. The certification requires that you complete a comprehensive course of study at a college or university approved by the CFP® Board, pass the comprehensive certification exam, and complete several years of hands-on experience related to delivering financial planning services to clients. CFP® professionals are held to the highest ethical, professional, and educational standards.


It is not easy or quick to earn the CFP® certification, and this, coupled with the fact that our planners are also members of the prestigious National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA), shows our tireless commitment to offering our clients the best.


Growing Our Team

We’ve recently added two new team members, Brenden and Dominic. They both come to us from schools that have embraced the CFP® program, Brendon from Temple Fox School of Business, and Dominic from Virginia Tech. They will sit for the CFP® exam in November, and you can often find them in the office by 7:00 a.m. on weekdays and self-study on weekends to prepare.


To complete the experience requirement of the CFP® program, Brenden and Dominic are helping other planners prepare for meetings, following up with clients, and assisting with financial plans. We are proud of their diligence and believe that having the latest generation of CFP® expertise will deepen the knowledge of our firm and benefit our clients.

We also wanted to take this time to share that Daniel Satz, who has been a valuable member of our team for four years, is also furthering his education. He is pursuing a master’s degree in personal financial planning at the College for Financial Planning and, upon completion of the program, he will have the MPAS® (Master Planning Advanced Studies) designation. He has already earned the CFP® and Chartered Retirement Planning Counselor (CRPC®) designations and is close to obtaining the Accredited Wealth Management Advisor (AWMA®) designation as well.


We Want To Invest In You

The reason we invest so much in the continuing education of our team and hold ourselves to the highest standards is so we can empower our clients to discover their unique definition of wealth while providing the confidence to make it a reality. In other words, it’s all about you.

If you have any questions about how we work or what we offer, or if you would simply like to welcome Brenden and Dominic to the team, reach out to us at ​(609) 921-7002 or info@noviwealth.com today!


About Novi Wealth Partners

Novi Wealth Partners is an independent, fee-only comprehensive financial planning firm dedicated to empowering clients to discover their definition of true wealth while providing the confidence to achieve it. With 20+ years of experience, we have found that most people don’t care about money, but instead, they care about what money can do for them and their loved ones. As a result, we focus on guiding our clients to find their unique vision for their life and developing a plan to help them live out their values. Our goal is to truly understand our clients on a personal level and help them navigate life’s many changes.


We are located in Princeton, New Jersey and we service clients both locally and nationally. There are four CERTIFIED FINANCIAL PLANNER® practitioners in the firm, all of whom are members of the prestigious National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). We prioritize a team-based approach, which allows us to deliver comprehensive financial planning, investment management, tax planning advice, retirement planning, estate planning advice, risk management advice, and concierge level wealth management. We are committed to providing each of our clients a level of service as unique as they are and we are proud, as Fee-Only™ financial advisors, to offer unbiased financial expertise. To learn more about Novi Wealth Partners or to get started on your financial journey, visit our website or connect with us on LinkedIn.

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(1) https://www.finra.org/investors/professional-designations

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609.921.7002

512 Executive Drive

Princeton, NJ 08540