Nolan Menachemson

LPL Financial Advisor, CFA, ChSNC

Nolan Menachemson is an EA (Enrolled Agent) Chartered Special Needs Consultant (ChSNC®) and a Chartered Financial Analyst (CFA®) with over 20 years' experience in Investments and Financial Planning. Nolan has 2 focussed areas of practice.

  1. Special Needs Planning. Nolan has personal experience in dealing with the issues that his clients face. His meaningful work helps these families achieve a stable financial future and allows them more time to focus on their daily challenges.
  2. Tax based Planning: Building a financial plan with tax optimization strategies for young professionals and families. Review and preparation of tax returns.

Nolan resides in Westport and has a daughter in law school, and a son who transitioned from a private school for individuals with learning disabilities, graduated college, and is now working in the non-profit sector. In his spare time Nolan is an avid cyclist enjoying regular hill-climb trips to the French Alps and Dolomites in Italy.