Andrew Novak CFP®

Senior Planner    


What inspired you to choose wealth management as a career?

I feel that when it comes to helping clients make important financial decisions, we really “sit on the same side of the table” as them. This is not the case in a large part of the investment world, where the advisor’s best interest is frequently not the same as the client’s best interest.

What do you enjoy most about being part of the BDF team?

I enjoy being part of a team where my input is valued and respected. I am continually amazed by the ways we can add value for a client, in ways I never thought of before I became part of the BDF team.

What is the one thing you wish every person knew when making financial decisions?

I like to stress the importance of thinking long-term when managing your finances and making investments. That is why even small adjustments to your financial situation now can have such a big impact years or decades into the future. And also why it is important to stay calm when financial markets become turbulent.

Why did you choose to be part of the BDF team?

I wanted to be part of a team that has such incredible knowledge, resources, and experience as BDF. Having the opportunity to work around and learn from so many talented people has really helped me grow professionally.

What does “Helping people make sound decisions to enjoy a full life” mean to you?

I truly believe in the mission of BDF to help our client’s lead a full life.  To me, enjoying a full life means having a sense of financial security, so that you can enjoy the things that make you happy and give you inner peace. These things are obviously different for each individual client.