Joanna Nowak (CFP®, MBA)

Joanna Nowak focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Divorce Planning
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Socially Responsible Investments

NAPFA Start Date

September 01, 2022


This Office

Call for an Appointment Cupertino, CA 95014 Phone: (503) 704-2296