David Novak Location
- Laguna Hills, CA, US
David Novak Work
- 2018 -now Founder, Chairman, Annuitiesgenius.com ®GrantAI @
- 2022 -now Founder @
- 2011 -2018 Founder, Director @ First American Advisors, Inc.
- 2007 -2011 Director and Trader @ TRADER888.com
- 2005 -2007 Vice President @
- 2003 -2005 Trader @
- 2000 -2001 Stock Broker @ Alexandr Wescot & Co.
- 2000 -2001 Stock Broker @ Donald & Company
- 1993 -1999 Co-Founder @ Alto Venture Fashion
- 1989 -1993 Co-Founder @ Atlantic Ventures Enterprise
David Novak Education
- Average people call me insane Smart people call me for advice.
David Novak Skills
- Leadership
- Estate Planning
- Financial Advisory
- Public Speaking
- Fixed Annuities
- Indexed Annuities
- Insurance
- Wealth Transfer
- Retirement Planning
- Financial Planning
- Stock Trading
- Start Ups
- Annuities
- IRAs
- Portfolio Management
- Investments
- Guaranteed Lifetime Income
- Finance
- Digital Marketing
- 401k
- Multi Generational Planning
- Strategic Planning
- Strategy
- Financial Services
- Futures Trading
- IRA's
- Strategic Financial Planning
- Fixed Income Strategies
- Small Business
- Management
- 401k Rollovers
- Investment Advising
- Marketing Strategy
- Retirement
- Financial Markets
David Novak Summary
- David Novak, based in Laguna Hills, CA, US, is currently a Founder at Fiduciary Genius.llc -WealthTech for Advisors. David Novak brings experience from previous roles at Agatha Global Tech, First American Advisors, Inc., TRADER888.com and Pacific West Financial. David Novak holds a Average people call me insane Smart people call me for advice.. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Public Speaking, Fixed Annuities and more. David Novak has 2 emails on RocketReach.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different David Novak?
Find contact details for 700 million professionals.
Others Named David Novak
David Novak
Chief Advancement Officer
Lisle, IL, US
David Novak
Founder
Laguna Hills, CA, US
David Novak
VP and Institutional Senior Relationship Manager
Ventura, CA, US
David Novak
Co-Founder and CEO
South Moravian Region, Czechia
Top Fiduciary Genius Employees
David Novak
Founder
Laguna Hills, CA, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co