Michael T. Novak, CPA/PFS, AEP®

Michael T. Novak, CPA/PFS, AEP®, began their work experience in 2007 as the President & CEO of Wellspring Financial Advisors. Michael T. currently holds this position. In 2020, they also became a member of the RIA Advisory Board at Capital Group. These are their current and past roles in their work experience.

Michael T. Novak, CPA/PFS, AEP​® began their education at Benedictine High School, where they attended from 1984 to 1988. After completing high school, they pursued a Bachelor of Business Administration (BBA) degree in Accounting and Finance at Ohio University. Michael T. studied at Ohio University from 1988 to 1993, obtaining their degree.

In addition to their formal education, Novak has earned several certifications in their field. Michael T. became a Certified Public Accountant (CPA) in January 1998, obtaining this certification from the American Institute of Certified Public Accountants (AICPA). Michael T. further enhanced their qualifications by becoming a Personal Financial Specialist (PFS) in January 1999, also from the AICPA.

Continuing their professional development, Novak obtained the Accredited Estate Planner (AEP​®) designation from the National Association of Estate Planners & Councils (NAEPC) in June 2009. Finally, in October 2017, they completed the 21/64 Certified Advisor program offered by 21/64.

The above information provides a comprehensive overview of Michael T. Novak's education history and additional certifications, without making any assumptions beyond the provided details.