wealthmanagement.us.com
Proactive accounting and financial management services designed to keep you on track throughout the year and make managing your finances simple again.
"The best financial advice does not need to be complicated or expensive but it does need to be available when you can use it". - Tony Novak, MBA, MT, Certified Public Accountant
Introductory telephone appointments are available daily without fee or obligation.
Find out how remote online accounting and advisory services can save time and money beginning today!
Biography of Tony Novak, CPA, MBA, MT
Career
Since 1987 - Independent accountant/adviser to small business and self-employed clients.
1986-1987 Account Executive with Drexel Burnham Lambert in Jenkintown, PA, focusing on pension plan sales to self-employed individuals and small business owners
1985-1986 Pension Accountant with Pension Plan Services Inc. in Philadelphia, PA , preparing financial statements for IRS Form 5500 filings
Education
Academic credentials are expanded here
Masters in Taxation (MT) from Villanova Law School, 1995 with a focus of study in compensation planning
Master in Business Administration (MBA) from Temple University, 1985 with a focus of study on finance and accounting particularly related to portfolio management
Bachelor of Science Degree from Delaware Valley College, 1982. Served as resident dormitory adviser, editor of the student newspaper and an Academic All-American
Methacton High School, Fairview Village, PA 1978. National Honor Society
Licenses, Registrations, Certifications
Certified Public Accountant, Delaware license ##CC-0003632
Certified QuickBooks ProAdvisor
Former Registered Investment Adviser with the Securities Exchange Commission in 1983-1997, Commonwealth of Pennsylvania in 1985-1998, and the State of New Jersey 2002-2007. (terminated)
Licensed life, accident & health insurance agent in all states and the District of Columbia, varying start dates, all licenses are current (current)
National Association of Securities Dealers licensing certification for series 3, 6, 7, 15, 22, 26, 63, 65, encompassing licensing for securities, stocks, bonds, mutual funds, options, commodities and foreign currency options (terminated)
Completed IRS administered course on individual income tax preparation 1995
Management
Recruited and trained more than 25 independent agents as producers for Fortis Financial Group 1993-1995 building agency premium volume approaching $1 million in 1995
Operated an independent financial planning office with a staff of 2-4 from 1987 through 2001 focusing on employee benefits for building contractors
Teaching
Instructor for "Current Events in Employee Benefits" a professional continuing education course offered through a non-profit affiliate organization. The course was approved for CE credits in Pennsylvania for accountants, attorneys and financial planners, 1997-2000
Former adjunct faculty at Delaware Valley College teaching financial planning and professional continuing education programs
Host of public radio show featuring call-in questions on various financial planning topics; host or guest on various Internet Web-casts including a featured interview by "Financial Planning Online” in 2000
Publications
"Health Savings Accounts: How to Implement and Administer an HSA in Your Organization", National Seminars Group/ Padgett-Thompson, 2006
"Employer's Guide to Health Reimbursement Arrangements", 2004, 2005,2006, self-published
"Small Business Owners Guide to Employee Benefit Plans" 1986, self-published
Writer and Publisher of "Novak's Money Minute" (2006), "OnlineAdviser Topics" (2003-2006), and "State Street Journal" (1987-1996). These Web publications and e-mail subscriptions are read by financial professionals and consumers with an interest in financial planning topics
A contributor to dozens of business and tax-related publications including NY Enterprise Report, Insight into 90's Living, Life Insurance Magazine, Financial Planning Magazine, Opticourier, Life Association News and others
Internet-based Activity
Former discussion host for AdvisorMax.com, an industry-leading service for professional financial advisers
Volunteer adviser for OnlineAdviser and Allexperts.com providing advice in tax and benefits law issues to the public, 1998-2004
Former discussion moderator at "Financial Planning Interactive" 1997-2006, the nation's largest online resource for financial planners at www.financial-planning.com published by Securities Data Publishing Inc., NY, a division of Thompson Publishing
Founder of MedSave and OnlineNavigator Web-based health insurance exchange services.
Family
Married with two children and four step-children ranging in age from 16 to 24
Advocacy and Activities
Founder of BaySave Foundation, a privately-funded environmental advocacy project based in Newport NJ
Operator of Money Island Marina and Nantuxent Seafood
Member of Sustainable Business Network of Greater Philadelphia
Member of the National Association of Health Underwriters
Member of Toastmasters International
Member of the Rotary Club of Ardmore, Youth Programs Liaison
Member of the New Jersey Society of Certified Public Accountants
Accredited business member of the Greater Philadelphia Better Business Bureau.
Member of America's Health Insurance Plans
Member of the Brain Injury Association of New Jersey.
Former Board Member of the Somers Point Jazz Society, founding co-chairman of "Brown Bag It with the Arts" for the Central Bucks Chamber of Commerce and a "Producer" level sponsor for WXPN
Former discussion group facilitator for a community-based support group for religious discussions interfaith couples hosted by the United Association of Associated Hebrew Congregations
Past President of the Bucks/Mont Chapter of the National Association of Remodeling Industry (NARI)
Former coach of the Main Line Wrestling Club, Warrington A.A.U. Wrestling Club and Upper Merion Wrestling Club. Former assistant coach at Delaware Valley College, Central Bucks High School, Archbishop Wood High School and Friends Central High School
Organizer of the Money Island Property Owners Association