Joanna Nowak

I am the Founder and CEO of MoneyWise Financial Advisors, a holistic financial life planning and investment management firm for savvy women, their families, and businesses. As an advisor and speaker, I deliver new ways of thinking about old issues. My advice prizes evidence over emotions and values decades of academic research over opinion headlines that dominate financial news cycles and new-agey money advice. While MoneyWise operates independently, I collaborate regularly with an elite group of advisors comprising THE BAM ALLIANCE - discussing opportunities, questioning, and sometimes changing, the status quo. I earned my MBA from Santa Clara University and hold a Certified Financial Planner™ (CFP®) designation. My mission is to help women close gender retirement and gender investment gap and help them attain financial security and self-sufficiency, because only from that place women can make a lasting difference in the world.