About Williams & Novak

With over 25 years of experience in financial services, Jacob Williams is dedicated to helping clients achieve lasting financial success through personalized, strategic wealth management. As the Co-Founder and Senior Wealth Manager at Williams & Novak Wealth Management, LLC, Jacob brings a deep client-focused approach to guiding individuals and families toward their financial goals with clarity and confidence.

Before co-founding Williams & Novak, Jacob spent more than 18 years at Charles Schwab, where he served as Vice President and Senior Financial Consultant. During his tenure, he earned multiple Chairman’s Club Awards in recognition of his outstanding performance and commitment to client excellence. His time at Schwab solidified his reputation for delivering comprehensive financial planning, investment management, and retirement strategies tailored to each client’s unique needs.

Jacob holds the Accredited Asset Management Specialist (AAMS®) designation, underscoring his commitment to professional excellence and continuing education in the wealth management field.

His professional journey began in real estate, where he developed a keen understanding of asset growth and portfolio diversification, and before that, he proudly served six years in the United States Navy as an Avionics Technician, earning the Navy Achievement Medal for his service and dedication.

Grounded in discipline, integrity, and a genuine passion for helping others succeed, Jacob combines his military precision, financial acumen, and client-first philosophy to deliver a holistic wealth management experience.

Jacob continues to serve clients across the country — offering thoughtful guidance, trusted advice, and lifelong partnership in building and preserving wealth. He welcomes introductions and referrals from friends, family, and clients who value a relationship- based approach to financial success.

With over a decade of experience in wealth management, Daniel Novak is dedicated to helping clients achieve their long-term financial goals through strategic, personalized planning. As the Co-Founder and Senior Wealth Manager at Williams & Novak Wealth Management, LLC, Daniel specializes in creating comprehensive financial strategies that integrate investment management, tax optimization, and retirement planning — ensuring every financial decision supports his clients’ unique needs and aspirations.

Daniel’s holistic approach to wealth management is built on a foundation of trust, expertise, and long-term relationships. He works closely with high-net-worth individuals, families, and business owners, developing tailored strategies that protect and grow wealth across generations. By combining in-depth financial insight with a clear understanding of each client’s goals, Daniel empowers clients to make informed decisions and navigate complex financial landscapes with confidence.

Before co-founding Williams & Novak, Daniel spent nearly four years at Charles Schwab, where he served as Vice President and Financial Consultant, as well as Financial Consultant Partner in Pasadena, California. He began his career at Thrivent Financial as a Financial Advisor Trainee, gaining early experience in financial planning and client service.

Daniel holds the Certified Financial Planner™ (CFP®) designation and remains committed to continuous learning and staying ahead of market trends to provide clients with the highest level of care and expertise.
Known for his proactive communication and thoughtful, trustworthy guidance, Daniel helps clients align their wealth with their life goals — from building a secure retirement to achieving multi-generational financial success. 

Based in Westlake Village, California, Daniel serves clients across the country, offering disciplined financial strategies grounded in integrity, experience, and a deep commitment to his clients’ success.