About

Nolan is the Vice President of Financial Planning with Path Financial. He partners with clients to utilize his expertise in retirement analysis, estate planning, and tax strategies. Nolan is a CERTIFIED FINANCIAL PLANNER® and member of the Financial Planning Association. After graduating from Syracuse University with a degree in finance, he began his career with AXA Advisors in Philadelphia. He later led a Wealth Management Team at Fidelity Investments in Sarasota. Nolan lives in Sarasota with his girlfriend, Elizabeth, and their Golden Retriever, Sully. In his free time, he enjoys cooking, traveling, dining, and spending time with family.

Fee-Only Fiduciary