Broker Check
 
Jane Nowak, CFP®

Jane Nowak, CFP®

Financial Planner


Jane Nowak became interested in financial planning and investments while working at BellSouth/AT&T. In 2006, Jane decided to formally pursue a financial advisory career and begin studying for her CFP® certification. Jane joined Kring Financial Management (now Wealth and Pension Services Group) in 2008 and is also a member of the Wealth & Pension Services Group advisory team.

In addition to her depth of financial knowledge, clients recognize Jane for her thoroughness, straight talk and sense of humor. “There are normally several good options for pursuing my clients’ financial goals,” Jane added. “I like to implement the best option while building contingency plans for the ‘what ifs’ in life.”

Jane particularly likes helping women with money questions and working with pre-retirees, clients during/after a divorce and families with Special Needs family members. Frequently quoted in the national press, she is also a noted author and speaker on the topic of financial planning for women.

When not assisting clients, Jane enjoys photography and gardening. While she loves to travel with her husband, Jane also enjoys staying home and reading a good mystery book.

Jane is on social media and has been extensively quoted or published online at: The Wall Street Journal.com, Money.com, Marketwatch.com, FoxBusinessNews.com, BloombergNews.com, Yahoo Finance, U.S. News, NASDAQ.com, Parents.com, Investment News, Investor's Business Daily, Investopedia and FPA.com.

Designations/Licenses:

  • Certified Financial Planner™ Professional
  • Series 7 & 66 Securities Licenses

Education:

  • University of Connecticut - College of Liberal Arts & Sciences
  • Bachelor of Arts, History and Spanish 
  • Junior Year Abroad - Marquette University's Madrid Study Center

Published in:

  • FOX Business
  • US News & World Report
  • The Wall Street Journal
  • Investopedia-Advisor Forum
  • Wall Street Journal
  • Money
  • CNBC
  • Yahoo Finance
  • Nasdaq
  • Financial Planning Association
  • CreditCards.com
  • Parents.com
  • Investment News
  • Investor’s Business Daily