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Nolan Cleary

Financial Planner at Charter Oak Financial

Nolan Cleary is a seasoned financial professional with extensive experience in financial planning and insurance services. Currently serving as a Financial Planner at Charter Oak Financial since July 2015, Nolan combines expertise, professionalism, and access to diverse financial products to assist clients in achieving their financial goals, estate planning, and insurance requirements. Prior to this role, Nolan was a Financial Representative at the Guardian Life Insurance Company of America from January 2014 to July 2015, holding licenses in Health, Life, and Accident, as well as Series 7. Nolan holds a Bachelor of Science degree in Finance from Central Connecticut State University, earned between 2010 and 2013, and graduated from Avon High School in 2007.

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