Broker Check

533 Johnson Ferry Road
Suite 200
Marietta, GA 30068

Southbridge Advisors

770-436-4097 x.108

 
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 is a member of the Southbridge Advisors financial 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 working with millennials, pre-retirees, clients with a focus on Green and Sustainability Investing and clients who are picking up the financial pieces after a divorce.

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

Jane is a noted author and speaker on the topic of financial planning for women. She is often featured on social media and has been quoted or published online at: The Wall Street Journal.com, Money.com, FoxBusinessNews.com, BloombergNews.com, CNBC.com, Yahoo Finance, U.S. News, NASDAQ.com, Investopedia.com, Parents.com, Investment News, Investor's Business Daily, CreditCards.com, FPA.com and the Equifax Personal Finance blog.

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