David Novick

David J. Novick is the Director of Financial Planning with Calle Financial Network, LLC. Mr. Novick has enjoyed and financial planning career that began in 1995. David believes in client-centered comprehensive financial planning and asset management. David has worked in numerous roles in the financial services industry over the years including: financial planning, compliance, management, operations and training. These roles helped David hone his analytical skills, investment expertise, product knowledge and keep abreast of industry changes. He earned his Certified Life Underwriter in 2009 and Chartered Financial Consultant designations 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.

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 teaches in the CFP program at New York University, and is also a member of the Bucks County Estate Planning Council, and the Financial Planning Association. David also serves on the executive board of the Shir Ami Men’s club and is involved in other civic and charitable endeavors. He grew up in the Philadelphia area and currently resides in Newtown, PA with his wife, Nicole and daughter Eva Simone.