Zachary Scott Novak
Investment adviser representative at Core Planning
11 yearsExperience
16 statesRegistered in
CFP® certificationDesignation
$525MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Core Planning LLCMay 2025 to now
- Facet WealthAug 2021 to Apr 2025
- Buckingham Asset Management, LLCSep 2019 to Jul 2021
- OppenheimerfundsJan 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 16 states (AL, CA, CO, IA, IL, IN, MD, MI, MO, NY, OH, PA, SC, TX, VA, WA).
Core Planning
Legal name: Core Planning, LLC
$525MAssets managed
867Clients
59Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6435334
- Firm CRD
- 154660