About Me




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Financial Advisor
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

*Advisory services offered through Everence Trust Company and Investment Advisors, a division of ProEquities Inc., Registered Investment Advisors. Securities offered through ProEquities Inc., a registered broker-dealer, member FINRA and SIPC. Investments are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee. Everence entities are independent from ProEquities Inc.
Matt Novak, CFA® is licensed to discuss and/or offer financial services and/or products to residents of AK,FL,IN,MA,MI,NC,NH,NJ,NY,PA,VT, and WA.