The Fundamental Finance Academy Story
How Financial Planner Holly Novak Started FFA in Denver, CO!
Holly Novak – Certified Financial Health Counselor, Accredited Financial Counselor ®
Holly Novak is a Certified Financial Health Counselor, Accredited Financial Counselor ®, and financial planner based in Denver, CO. As a financial planner and advisor, she helps businesses develop employee wellness programs, and also teaches individuals personal financial literacy literacy through personal finance classes.
Holly’s Journal began in 2006 teaching young adults financial literacy. One of the things that makes Holly different from other financial planners and financial advisors in Denver is that she has expanded her services to include all ages. She is a certified Financial Health Counselor, recognized by the National Association of Certified Credit Counselors, Institute for Financial Counseling, and the Center for Financial Literacy.
Holly is professionally certified to work in housing counseling, faith-based programs, mental health counseling, mortgage and small business lending, accounting, various non-profit organizations providing assistance to underserved markets, community development programs, employee assistance programs, credit unions, and university counseling centers-student loan prevention.
With a basic understanding of personal finance, along with a plan, we can put ourselves in a very nice place financially. “I was conducting an interview with a business-owner with a master’s degree when he said, ‘I need this. When is your next workshop?’ That was when I realized everyone, regardless of age and socioeconomic status, needs this information.”
Now residing in Denver, Colorado, with her husband and two dogs, Holly is originally from Boulder, CO. She received the prestigious ”Rotarian of the Year” award in 2007/08 for her work in financial literacy. Holly served as Treasurer of the Erie Rotary Club from 2006 – 2009. She has a B.A. in International Business & Japanese from the University of Colorado, Boulder. Holly is also a competitive athlete, playing beach volleyball year-round.