Matt Novak, CFA

Financial Planner

Souderton, PA

P: (215) 703-0111
T: (877) 420-9789
F: (215) 703-0113

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Matt Novak, CFA, is an Everence® Financial Planner in Souderton, Pennsylvania. He is part of a team of financial professionals 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 designation. In addition, he received an MBA degree in finance from Hofstra University in Hempstead, New York, as well as a Bachelor's degree in accountancy from Villanova University in Philadelphia.

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