Nolan Woodruff Stokes, CFP®, RICP®, CASL®, CLU®

Wealth Management Advisor

Professional

CFP®

CERTIFIED FINANCIAL PLANNER

The Certified Financial Planner certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

RICP®

Retirement Income Certified Professonal

Retirement Income Certified Professional® is a designation awarded by the American College.  This designation helps focus clients from an accumulation oriented mindset to one of income distribution.   Evaluating and monitoring the different strategies available to families and professionals is key to living life well in your later years.  Awareness of the various lifecycles of retirement and rethinking what retirement is and is not from an income and time perspective allows Nolan Stokes to offer a more realistic planning approach.

CASL®

Chartered Advisor for Senior Living

The CASL® designation focuses exclusively on providing industry professionals with comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. In earning this designation, individuals gain a thorough understanding of health and health care insurance-related issues, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions.

CLU®

Chartered Life Underwriter

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

 

Education

  • Bachelor of Science in Finance from American University

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck