John Nowak, CFP®, CPA, CPWA® Symmetry Wealth Management, LLC

Contact this advisor

About John Nowak, CFP®, CPA, CPWA®

I enjoy helping executives and their families make smart decisions with their money. Job changes and promotions tend to be a time when experienced professionals seek financial guidance.

If your financial picture includes stock compensation (options, RSUs), multiple 401(k)s, and taxes (whose doesn’t?), I can help organize, prioritize, and implement an actionable plan centered around your personal objectives. By connecting your money, family, and career, you can achieve symmetry for your wealth.

Contact this advisor

Ideal Clients

  • Business Executives
  • Equity Recipients (RS/RSU SOP ESPP)
  • Established Professionals
  • Gen X

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly: $150/mo
  • AUM: 0.65%

SEC Records