Jane B. Nowak,  CFP<sup>&reg;</sup> - Financial Advisor

Jane B. Nowak, CFP®

Financial Advisor

SouthBridge Advisors

533 C Johnson Ferry Rd NE, Suite 200
Marietta, GA 30068
FINANCIAL ADVISOR'S WEBSITE
770-436-4097 x110 CONNECT WITH Jane
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General

Jane Nowak is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at SouthBridge Advisors in Marietta, GA and the surrounding communities.

Financial Advisor Experience

Jane Nowak became interested in financial planning and investments while working at BellSouth/AT&T. After a financial review meeting with Bill Kring in 2006, Jane decided to formally pursue a financial advisory career and begin studying for her CFP® certification. Jane joined Kring Financial Management 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 working with clients age 36 and younger (millennials), pre-retirees and clients with a focus on Green and Sustainability Investing. She is also a noted author and speaker on the topic of financial planning for women.
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

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Georgia
  • Variable annuities: Georgia

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities offered by Triad Advisors, Inc. member FINRA/SIPC. Investment Advisory services offered by Wealth &Pension Services Group, Inc. Triad Advisors and Wealth & Pension Group are not affiliated companies.


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Investment Management, Getting Divorced, Limited Partnerships, Mutual Funds, Irregular Income, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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