Naomi Kowalik
JD, CLU, ChFC, CLTC
Naomi Kowalik, Founder, and President of Kowalik & Associates, LLC, has been guiding her clients through life's financial events for over 30 years. She specializes in financial and life transitions, such as divorce, retirement, caregiving, and business succession, and helps her clients preserve their wealth and grow their income.
Naomi believes in listening to understand her clients versus listening to respond. Her goal as your financial planner is to learn your “money story” and guide you through the financial planning process to help you achieve your life goals.
Naomi's combination of credentials is unique in the financial planning industry. She is a Certified Financial Transitionist™, a licensed attorney, a Chartered Life Underwriter (CLU®), and a Chartered Financial Consultant (ChFC®).
Naomi is the mother of two daughters, Gracie and Anna, and one stepdaughter. Gracie is pursuing a legal career and currently works for the Attorney General's Office. Anna is a licensed psychologist and will earn her Ph.D. in the spring.
Naomi's dog, Bella, is the company mascot, and can often be found entertaining everyone who comes to the office.
Other Certifications, Associations, Memberships, and Licenses held:
- Certified Long Term Care Designee
- The National Association of Life Underwriters
- MDRT – Top of the table for 12+ Years
- Life, Health, and Property and Casualty License
- Series 7, 63, and 65 License
Education:
- Bachelor of Arts Degree in Management with an emphasis in Communications from College of Saint Benedict, St. Joseph, MN
- Graduated with cum laude at Hamline University School of Law in St. Paul, MN