Len Nowak, CFP®, AWMA™, CRPC™, CTS™
Len Nowak has over 25 years of experience as a financial advisor, advising clients with retirement, tax, insurance, estate planning, and investments. Len is a Certified Financial PlannerTM (CFP®), a Chartered Retirement Planning CounselorSM (CRPC®), an Accredited Wealth Management AdvisorSM (AWMA®), and a Certified Tax SpecialistTM (CTSTM). He earned a bachelor’s degree from the University of Michigan-Flint and certificate in financial planning from Florida State University.
Prior to joining ACM, Len worked at Mainstay Capital Management as a Senior Wealth Advisor. He has also held positions at Morgan Stanley, Charles Schwab, and LJPR Financial Advisors, where he was a Principal in the firm.
Len’s specialty is helping people transition into retirement. Planning for the time just before and during the initial years of retirement are the most challenging, and understanding the importance of income and tax planning to get the most out of their resources, especially during those first years of retirement, can make a big difference in the quality of retirement in later years.
Len lives in Rochester Hills, MI with his wife, Jessica, two kids and two dogs. He enjoys live music, loves to hike, go fishing and a good book. He served in the Army Reserves for eight years as a Combat Medic.
- Why Taking Social Security Early Can Be a Huge Mistake
- Using a Roth IRA to Start an Emergency Fund
