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 RIA LJPR Financial Advisors, where he was a Principal in the firm.
Len loves helping people transition into retirement. Planning for the time just before and during the initial years of retirement are the most challenging, and Len finds value in helping his clients understand the importance of income and tax planning to get the most out of their resources, especially during the first years of retirement. Len finds it especially rewarding to help clients overcome the mental hurdle of saving throughout their entire lives to then spend it and to help them transition from worrying about running out of money to enjoying it.
Len lives in Rochester Hills, MI with his wife, Jessica, two kids, two dogs, and 12 fish. He enjoys live music, the outdoors, and loves to hike and backpack (his back, however, does not enjoy backpacking.) He served in the Army Reserves for eight years as a Combat Medic.