about us
LORETTA NOLAN, CFP™, AEP
PRESIDENT
LORETTA NOLAN ASSOCIATES LLC
Loretta Nolan Associates LLC is a fee-only financial advisory firm based in Old Greenwich, Connecticut. Our mission is to act as the client’s advocate to assist them in building and preserving their wealth and to help them make sense of the "financial information overload" that many feel today. The firm provides a wide array of services, including comprehensive financial planning, investment management, executive compensation and employee benefits advice and investment consultation services. The firm also provides "survivor planning" services which assists those facing the financial issues unique to individuals who have recently been divorced, widowed, or have lost their job. As a "fee-only" firm, Loretta Nolan Associates does not sell any products or receive commissions of any kind. Ms. Nolan is a strong believer in the objectivity that fee-only planning provides, and will work with your existing slate of advisors to implement the plan.
Loretta Nolan, who founded the firm, graduated from Fordham University's College at Lincoln Center with a B.A. degree in Economics and attended Pace University’s Masters in Taxation program. Ms. Nolan received her Certified Financial Planner™ designation from Adelphi University and is an Accredited Estate Planner.
Loretta has lectured at many corporations and outplacement firms on retirement planning and the financial issues surrounding separation packages. She has also taught retirement planning at Iona College. A commentator on television personal finance programs, Loretta has been interviewed by the media about money matters on numerous occasions, including appearances on CNN, CNBC and FOX Business News, as well as numerous radio and print interviews. Most recently she was quoted in "Consumer Reports," "Bloomberg Personal," "Parade" and "Financial Planning," and is listed in "Who's Who in Finance and Industry." Ms. Nolan is a member of Financial Planning Association, and The National Association of Personal Financial Advisors (NAPFA). She is a Past-President of the Estate Planning Council of Lower Fairfield County, and a member of "Connections," a Greenwich community leadership organization. Ms. Nolan is also a member of the Professional Advisor's Council of the Fairfield County Community Foundation.