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

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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.

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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

States Registered

  • Illinois

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