This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CORE PLANNING

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

16

Designations

Certified Financial Planner

Exams

S63

First exam

Nov 16, 2015

First registration

Oct 31, 2019

Dual registered

no

Other names

ZACHARY SCOTT NOVAK|ZACH SCOTT NOVAK

IAPD individual key

6435334

• Occurred

  Apr 10, 2025
  Advisor changed firm

  Zachary Scott Novak left Facet for Core Planning (registered 2025-05-09)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e5b5ff24-52a9-e5b4-875e-5e1ffe636d54

First observed

Oct 31, 2019

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.