Alexander (Alex) Nolanemail
Professional Story
Alex Nolan is a financial planner specializing in serving business owners and high-income professionals.
He provides comprehensive financial planning and wealth management strategies, helping clients optimize investments, insurance, and cash flow to achieve their goals with confidence.
Passionate about financial literacy, he volunteers his time to support local educators through pro bono planning.
Based in Charlotte, Alex enjoys skiing, hiking, traveling to cold destinations, and exploring unique wines with his family.
Education
Wofford College
Hobbies
Alpine Skiing, Wine, Philanthropy, Jiu Jitsu
Community Involvement
Queen City Art, Freedom House Church, FPA (Financial Planning Association) of Charlotte
Languages: English
Credentials: AIF®, ChFC®, CEPA, CFP®
Specialties:Business Owners, Investment Strategies, Insurance Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Risk Management Strategies, Estate Planning, Financial Education, Financial Planning, Group Benefits
Check the background of this investment professional on FINRA's BrokerCheck