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David Novick

David Novick

Certified Financial Planner Professional Prometheus Capital Management Corp.

David J. Novick is a CERTIFIED FINANCIAL PLANNER™ Professional and Chartered Financial Consultant™. He began his financial planning career in 1995, joining Prometheus Capital Management in 2003. After graduating with a B.S. in Economics from the University of North Carolina, David joined American Express Financial Advisors as a financial planner. David worked at Prudential Insurance as a team leader in suitability and then as Financial Planning Training Manager. He later joined MetLife Securities where he honed his analytical skills, investment and product knowledge in their home office and the field. David earned his M.B.A. in Finance from Rider University, teaches in the CFP® program at New York University, and is also a member of the Bucks County Estate Planning Council. David currently resides in Bucks County, Pennsylvania with his wife, Nicole, and daughter, Eva.

Currently Teaching

FP 1: Fundamentals of Financial Planning

 Learn the fundamentals of financial planning in this prerequisite for the other courses in the Diploma in Financial Planning.

FP 2: Financial Planning Process and Insurance

Review basic financial planning principles, and become familiar with the concepts of risk management.