Matt Novak, CFA®
Matt Novak, CFA, is an Everence Financial Advisor in the Souderton, Pennsylvania, office. He is part of a team of representatives and advisors that helps individuals and groups integrate their finances with faith values through insurance and financial services.
Matt has more than 30 years of experience in the financial services industry in the areas of investment portfolio and wealth management, and holds the Chartered Financial Analyst® (CFA) designation. In addition, he received an MBA degree in finance from Hofstra University, as well as a BS degree in accountancy from Villanova University.
P: (215) 703-0111
T: (877) 420-9789
F: (215) 703-0113