David J Novick CFP®, ChFC®, CLU®, MBA
David J. Novick is the Director of Financial Planning with Calle Financial Network, LLC. Mr. Novick’s financial planning career began in 1995. David believes in client-centered comprehensive financial planning and asset management. He has worked in numerous roles in the financial services industry over the years including: financial planning, compliance, management, operations and training. These roles have helped David hone his analytical skills, investment expertise and product knowledge, enabling him to keep abreast of industry changes.
After graduating with a B.S. degree in Economics from the University of North Carolina, David earned his Masters of Business Administration in Finance from Rider University. David earned his Certified Life Underwriter designation in 2009 and his Chartered Financial Consultant designation in 2001 from The American College. He was conferred by the Certified Financial Planner Board of Standards, completing all the requirements to use the Certified Financial Planner™ mark in 1999. David is Series 7, 24, 63 and 65 licensed with FINRA.
David teaches in the CFP® program at New York University. He is a member of the Bucks County Estate Planning Council, and the Financial Planning Association. He also serves on the executive board of the Shir Ami Men’s club and is involved in other civic and charitable endeavors. David grew up in the Philadelphia area and currently resides in Newtown, PA with his wife, Nicole and daughter Eva Simone.
Registered Principal, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: CA, CO, FL, MD, NC, NJ, NY, PA, TX, VA, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Calle Financial are not affiliated.