Nolan has worked in the financial services industry since 2006. He earned his Certified Investment Management Analyst® designation through the Wharton School of Business at the University of Pennsylvania. Nolan’s primary focus is helping clients to manage their portfolios by developing and implementing customized investment solutions to meet their unique needs. He plays an integral role in developing asset allocation models, researching and interviewing money managers, and conducting research and analysis.
A graduate of the University of California, San Diego, Nolan holds a bachelor’s degree in economics. He also holds Series 7, 31, and 66 securities licenses, as well as life, health, long-term care and variable annuity licenses. Nolan and his wife, Nancy, live in Del Mar, California with their three children, Gavin, Merrick and Isla.
Registered States: AZ, CA, CO, FL, NC, OR, WA
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.