Merrill
43yrs
Top advisor by experience in Chester
29yrs
Patrick Nolan
Full name on record: Patrick Augustine Nolan
Financial advisor at Personal CFO Solutions
Based in Chester, New Jersey, Patrick Nolan is a financial advisor with 29 years of industry experience. Patrick has been with Personal CFO Solutions since 2026; before that, Patrick spent nine years at Goldman Sachs Wealth Services. Personal CFO Solutions offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
At a glance
Experience29 years (since 1997)
How that compares ?Top 18% by experience nationwide
Office384 Main Street, Chester, NJ 07930
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.62 million
Advisors at the firm10
States licensed ?1 state
Services through Personal CFO Solutions
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Jan 2026 – nowPersonal CFO Solutions LLCCurrent firm
- 2002 – 2011Goldman Sachs Wealth Services, L.P.Previously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Personal CFO Solutions at 908-955-7055 and ask for Patrick Nolan. Patrick works from the Chester, NJ office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1997, about 29 years. Top 18% by experience nationwide.
What licenses does Patrick hold?
Series 63. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Patrick paid?
Personal CFO Solutions reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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