NovaPathFinancialGroup
Licensed life insurance and comprehensive financial consulting services. Our certified financial planners help secure your family's future and build lasting wealth through personalized strategies and expert guidance.
Licensed Professionals
Certified Financial Planners with proper licensing and credentials
15+ Years Experience
Decades of combined expertise in financial planning and wealth management
$13M+ Managed
Trusted with millions in client assets and financial planning
500+ Families Protected
Helping families secure their financial future across Florida
Our Financial Services
Comprehensive financial solutions tailored to your unique goals, from life insurance protection to retirement planning and wealth building strategies.
Comprehensive Financial Planning
Complete financial roadmap and investment strategy
Life Insurance Solutions
Term and permanent life insurance policies
Retirement Planning
401k optimization and retirement income strategies
Estate Planning
Wealth transfer and estate optimization strategies
Financial Planning Packages
Choose the package that best fits your life stage and financial goals
Young Professional
Getting started with financial planning
- Basic financial plan
- Life insurance evaluation
- Emergency fund strategy
- Debt management plan
- Investment basics
Family Protection
Comprehensive family financial security
- Complete financial roadmap
- Family life insurance
- Children's education planning
- Estate planning basics
- Tax optimization
Why Choose NovaPath Financial
Your financial success is our top priority
Personalized Strategies
Every financial plan is customized to your unique situation, goals, and risk tolerance.
Fiduciary Responsibility
We are legally bound to act in your best interest, ensuring transparent and ethical advice.
Proven Track Record
Our strategies have helped clients achieve an average 12% annual portfolio growth.
Industry Recognition
Award-winning financial planners recognized for excellence and client satisfaction.
Ongoing Support
Regular check-ins and plan adjustments as your life and goals evolve over time.
Comprehensive Approach
We address all aspects of your financial life, from protection to growth to legacy.
Meet Our Financial Experts
Certified professionals dedicated to your financial success
Jennifer Costa
Certified Financial Planner
Ricardo Medina
Investment Advisor
Patricia Silva
Estate Planning Coordinator
Client Success Stories
Real results from real clients who trusted us with their financial future
"NovaPath helped secure my family's financial future. Exceptional service!"
Susan Anderson
Verified Customer
"Professional, knowledgeable, and trustworthy. Highly recommend their services."
Michael Torres
Verified Customer
Schedule Your Free Consultation
Take the first step toward financial security. Share your goals with us and our certified planners will create a personalized strategy.