R. Nolan Lewis, CFP^®

Vice President of Financial Planning

1990 Main Street, 750
Sarasota, FL 34236

FINANCIAL ADVISOR'S WEBSITE

https://www.pathfinancial.net/

(267) 474-5478 CONNECT WITH R. Nolan

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

General

R. Nolan Lewis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Sarasota, FL and the surrounding communities.

Financial Advisor Overview

Nolan is a CERTIFIED FINANCIAL PLANNER™ and a member of the Financial Planning Association (FPA). Nolan collaborates with a diverse array of clients, crafting comprehensive plans that address every facet of their financial landscape. His holistic approach encompasses meticulous financial planning, in-depth portfolio analysis, and proactive risk management strategies. With a fervent dedication to empowering individuals, Nolan guides his clients towards informed and assured financial decisions that align seamlessly with their unique values and aspirations. Thriving within collaborative settings, Nolan harnesses his expertise and skill set to provide unparalleled service and deliver outstanding results for his clients. With a commitment to excellence, he navigates the complexities of financial management with precision and passion, ensuring his clients achieve their envisioned financial futures. Personally, Nolan lives in Sarasota Florida with his girlfriend Elizabeth of 6 years. They love to travel, cook, hike, spend time with family, and watch sports (Go Birds!).

Financial Advisor Experience

Nolan has been in the financial services industry since 2016. He started his career as an advisor with AXA Equitable, providing financial and retirement planning to directors and partners within the big four. In 2020, he transitioned his services to Fidelity Investments, the 3rd largest asset manager in the world. There, he led a 5-person wealth management team in order to provide the highest service to his clients. In 2024, Nolan passed the CFP and joined Path Financial, a fee-only independent financial advisory firm in Sarasota, Florida. He made this move to build life-long relationships and serve as a true fiduciary to his clients.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: FL
Health/disability insurance: FL
Fixed annuities: FL
Variable annuities: FL

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Limited Partnerships, Government & Military, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances