Matthew Novak CFP®, MSIRE

Matthew Novak is a seasoned Certified Financial Planner® with over a decade of experience empowering clients to achieve financial clarity and long-term stability. With a Master of Science in International Real Estate from Florida International University and a Bachelor of Science in Finance from The Ohio State University, Matthew brings a unique blend of financial planning expertise and real estate insight to every client relationship.

Throughout his career at Morgan Stanley, Matthew crafted personalized financial plans, specializing in investment analysis, retirement and estate planning, tax optimization, and risk management. His client-focused approach, paired with a keen analytical mindset, consistently delivered strategic, results-driven financial solutions.

As the founder of Matthew Novak Real Estate, he has also successfully brokered residential and commercial real estate transactions, combining deep market knowledge with skilled negotiation to secure optimal outcomes. Simultaneously, his role as an Insurance Agent at IAA Insurance Solutions allowed him to further assist clients in building comprehensive protection strategies.

Matthew’s diverse skill set—spanning financial planning, real estate, and insurance—makes him a trusted advisor and a comprehensive strategist. His commitment to ethical conduct, client education, and regulatory compliance underscores every aspect of his work.