Laurie L. Novak, CFP®
Wealth Manager
BFM Welcomes New Team Member, Laurie L. Novak, CFP®
Boston Financial Management would like to welcome Laurie Novak to our team of dynamic wealth managers! As a Wealth Manager, Laurie will be working with individuals and families, providing goals-based comprehensive wealth advisory and financial planning services. She joins us from Congress Wealth Management, LLC, where she was a Senior Financial Advisor. Prior work experience includes Director of Private Client Integration at Shepherd Kaplan, LLC.
Laurie graduated from Southern New Hampshire University with a Bachelor of Science degree in Business Administration and a Master’s degree in Business Administration, with a concentration in Marketing.
Industry Accreditation and Affiliations
Certified Financial Planner™, Certified Financial Planner Board of Standards, Inc.
Charitable & Community Involvement
Proud supporter of the Notre Dame Cristo Rey High School
Personal Interests
Laurie is happily married to her husband Michael and has two young boys and a golden retriever. Outside the office, Laurie enjoys keeping active and being outside, whether it be the beach or in the White Mountains (NH) where she grew up.