Beth Nolan, CFP®, CEPA® has spent her career working with high-net-worth individuals. She holds the title of Private Wealth Advisor, a specialized designation from Raymond James, which is earned by those who have demonstrated mastery in anticipating and managing sophisticated client needs as well as the acumen to deploy specialized private wealth strategies in an integrated, holistic manner.
Beth is a Chicago-based partner with The Brechnitz Group and works with clients nationwide. She holds the designation of Certified Exit Planning Advisor (CEPA®) from The Exit Planning Institute, demonstrating she has experience in helping middle-market business owners maximize tax efficiency, create income specific to their lifestyle, and build generational wealth when they sell or transfer their business.
She also has an area of practice dedicated to helping clients navigate the financial complexities of divorce. Beth can help in achieving a financially fair settlement: she can show the financial impact of dividing property, the effects of spousal support and child support, and the resulting tax impacts. She helps draw a clear picture of her clients’ financial standing, which can help prevent costly mistakes and ensures informed decision-making as clients work with their attorney.
Beth holds a bachelor’s degree in American Studies from the University of Notre Dame and a Master of Business Administration from Millikin University.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.