Matthew Novak

Providing real estate solutions through 1031 Exchange, Alternatives, Investment, and Management. I am a CERTIFIED FINANCIAL PLANNER™ and a REALTOR® and take pride in helping educate others. As a fiduciary, Matthew believes in always putting a client’s interest first. He specializes in creative estate planning for high net worth individuals. He also has a special interest in the real estate industry, holding a real estate license and focusing on 1031 Exchanges, Delaware Statutory Trust (DST), Opportunity Zones, and Investment Real Estate. Matthew received his Bachelor of Science in Finance from The Ohio State University Fisher College of Business and began his career in the financial services industry at Morgan Stanley. He currently lives in Hallandale Beach, FL and enjoys spending this free time being active outdoors. https://www.linkedin.com/in/matt-novak-financial-advisor-1031exchangedst/