Jacqueline Noveck, CFP® is a Certified Financial Planner in Tampa. FL.
Noveck Financial offers comprehensive solutions through a spectrum of financial services.
Whether you are a veteran of success or are just starting to manage your portfolio, Noveck Financial can help you achieve your goals and surpass them in time.
Jackie graduated from the University of Hartford’s Barney School of Business with a bachelor’s degree in Insurance and Management and entered financial services in 1983. She concentrates on helping clients with retirement planning, income distribution, estate planning, and long-term care solutions.
Through ongoing education, Jackie has earned five professional designations:
Certified Financial Planner™ (CFP®) professional, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Annuity Specialist (CAS), and Certified Estate Planner (CEP).
Earning those designations required advanced coursework in taxes, retirement planning, estate planning, investments, risk management and other financial planning issues. Keeping them demands adhering to a strict code of ethics and maintaining a vigorous program of continuing education.
When she isn’t helping clients or taking care of her family, Jackie serves her community as a volunteer at Seminole Middle School.
GARY & JACKIE NOVECK – over 50 years of combined experience.
If you have heart problems, you seek out the expertise of a cardiac specialist – not a general practitioner. Similarly, if you are reaching retirement or already retired, you need to seek out the help of financial advisors such as Gary and Jacqueline Noveck, a husband and wife team who have over 50 years of combined experience in designing income and money management strategies for retirees. Their experience and training give them the knowledge to identify financial weaknesses and recommend remedies that other financial advisors may not recognize.
Gary and Jackie’s mission is to help their clients navigate the complexities of retirement so clients can make their golden years just that – truly golden – by creating a reliable, predictable stream of income they cannot outlive. They combine friendship, service, and unbiased retirement advice to deliver sound retirement solutions for every client.
“The friendship of those we serve is the foundation of our progress,” Gary and Jackie say. “We sincerely appreciate your business, and are grateful for your friendship and good will. Our goals are to continue to earn your confidence, to keep you as a satisfied client, and always to serve you to the best of our ability.”
Gary and Jackie’s ability to assist their clients stems not only for their extensive experience and training, but also from their status as independent financial advisors. Being independent, they are not pressured by anyone to sell certain financial products or meet sales quotas. They are free to search the marketplace and recommend solutions that are driven strictly by their clients’ needs and best interests.
Due to the services they provide, Gary and Jackie have built a loyal following of clients. Their practice continues to flourish thanks to clients recommending their company to friends, family members and business associates.
Gary and Jackie have been married since 1984 and have one son, Zachary, who was born 2/19/01.
Making a strong commitment to our clients and building long-lasting relationships with them is of the utmost importance.
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