Nolan Clay, CFP®

Financial Planning Associate

Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Education

Ball State University

Nolan joined Avalon in January 2023. Nolan is passionate about financial planning and supporting clients in their financial journey. He enjoys seeing how Avalon can thoughtfully walk with clients towards achieving their personal and financial goals in numerous ways, such as cash flow and retirement planning, estate planning and wealth transfer, income tax planning and investment management; all integrated through a comprehensive and fee-only approach to financial planning.  Nolan works alongside the advisors and client service team at Avalon in providing analysis over a wide range of financial planning topics, meeting with clients to understand and review their goals, and assisting in coordinating an efficient implementation effort.  Nolan is a graduate of Ball State University with degrees in Finance and Risk Management & Insurance. Nolan earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in January 2024.

In his free time, Nolan enjoys traveling, coaching high school athletes, spending time with friends and family, and cheering on the Green Bay Packers.

Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Education

Ball State University

Nolan joined Avalon in January 2023. Nolan is passionate about financial planning and supporting clients in their financial journey. He enjoys seeing how Avalon can thoughtfully walk with clients towards achieving their personal and financial goals in numerous ways, such as cash flow and retirement planning, estate planning and wealth transfer, income tax planning and investment management; all integrated through a comprehensive and fee-only approach to financial planning.  Nolan works alongside the advisors and client service team at Avalon in providing analysis over a wide range of financial planning topics, meeting with clients to understand and review their goals, and assisting in coordinating an efficient implementation effort.  Nolan is a graduate of Ball State University with degrees in Finance and Risk Management & Insurance. Nolan earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in January 2024.

In his free time, Nolan enjoys traveling, coaching high school athletes, spending time with friends and family, and cheering on the Green Bay Packers.