About

Trey A. Novara, CFP®, AWMA®, is a best-selling author and an award-winning  professional in the financial services industry. Trey became a CERTIFIED FINANCIAL PLANNER™ (CFP®) in 2014 and earned the Accredited Wealth Management Advisor (AWMA®) designation through the College for Financial Planning® in 2022. These designations require members to meet ongoing education requirements, adhere to a code of ethics and demonstrate competency in the areas of wealth planning, risk management, retirement planning, investments, tax planning and estate planning for high net-worth individuals and families.

 

Trey takes immense pride in his ability to identify the best opportunities for his clients and helping them to maximize their success. He tailors plans specifically for each client while never neglecting peace of mind in the pursuit of pure performance metrics. As a fiduciary obligated to act in his client’s best interest, Trey simplifies complex issues by creating clarity and generating trust. Trey’s mission is to put people, not institutions, in control of their own hard-earned money – allowing them to keep more of the money they make.​

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Based in Birmingham, Alabama, Trey is not only a financial expert but also a passionate community advocate. He has held leadership roles in numerous community outreach programs and nonprofit organizations, actively supporting youth programs, local child advocacy centers, and Folds of Honor. 

 

In his personal life, Trey enjoys spending quality time with his wife, son, and two dogs. He is an avid sports fan, auto enthusiast, and golfer, often found cheering on his alma mater, the Auburn Tigers, driving vintage vehicles, perfecting his golf game, or traveling with his family.

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