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
- 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