Zach Novak

Lead Planner

Zach is a Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) with almost seven years of industry experience. As a social work major in college, Zach considers himself as much of a financial advocate as a financial planner, and relentlessly maintains this client advocacy in everything that he does. Zach’s ultimate goal is to coach his clients to align their money with their values in order to live a more fulfilling life.

Prior to joining Facet, Zach spent 2 years as a Financial Planner with a national Registered Investment Advisor and 5 years as an Investment Consultant with a global asset manager. Zach has contributed to various volunteer efforts with the Foundation for Financial Planning, CFP Board, Junior Achievement, Colorado Mountain Bike Association, and the Colorado Fourteeners Initiative.

Zach loves staying active, cheering on the Chicago sports teams, traveling to new places, and spending quality time with friends and family. He has a twin brother that works in financial services as well.

Education: Southern Illinois University (BS)

“All the best things in our lives provide benefits that compound. Our financial investments do that, and so do our personal and family investments. Generosity and service compound. So do healthy living and education. Love is the most powerful compounder of all.” - Bob Seawright

Follow Zach

Get to know Zach

Hiking with Lady.

Better safe than sorry.

One of my all-time favorite views.

Trying to lend a helping hand.

What was the best concert you ever attended?

Tie between Whiskey Myers & Koe Wetzel.

What are you passionate about?

The Chicago Bears.

What's the craziest thing you've ever done?

Moved from Denver, CO to Bourbonnais, IL.

What's the last book you read?

The Psychology of Money by Morgan Housel.

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet. 

If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.