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    John M. Novak

    AIF®, CRPS®


    Check the background of this investment professional on FINRA's BrokerCheck

    About John

    John has specialized in the 401(k) and retirement plan marketplace since 1986, representing businesses and non-profit organizations across the country. As an undergraduate, John represented The Vanguard Group of Investment Companies servicing small business retirement plans and he now directs the Retirement Plans Department of First Financial Group. He has attained the professional designation of CRPS, he lectures regularly on retirement planning to institutions and professional groups within the industry, and teaches Continuing Education classes on qualified plans. Additionally, John earned the Accredited Investment Fiduciary (AIF®) designation. AIF designess support Fiduciaries in their stewardship capacity to implement a prudent investment process for the Plan and employees.

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    John M. Novak AIF®, CRPS® is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC, 2 Bala Plaza, Suite 901, Bala Cynwyd, PA 19004, Tel: (610) 766-3000

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Arizona, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Illinois, Maine, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia

    I am licensed to sell Securities Products in the following jurisdictions:
    Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin

    John M. Novak AIF®, CRPS®, Bala Cynwyd, PA, CA Insurance Lic.# 0819761

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