Kathy Nolan in

Kathy Nolan

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Wealth Management Advisor at AE Wealth Management
📍 Belmar, New Jersey, United States

Kathy Nolan is the President and founder of Family Focus Financial Group, with over 40 years of experience that began on Wall Street in 1976. A Chartered Retirement Planning Counselor®, she has been repeatedly recognized by Forbes as a Top Financial Security Professional, most recently in 2025 and 2026.

She runs her firm as a family business, having co-founded it with her son, Sean. Kathy is particularly passionate about empowering women to become more engaged and knowledgeable in their financial lives. She also hosts informational seminars at local universities to share retirement planning insights with her community.

Unique fact: Kathy co-authored a best-selling book, "The Ultimate Success Guide," with renowned business development expert Brian Tracy.

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Experience
45 Years
Current Role
Wealth Management Advisor
Job Level
Senior
Location
Belmar, New Jersey, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Kathy cares about

Empowering Women Financially
Her company bio explicitly states she is passionate about helping women become engaged and confident in managing their financial lives.
Family-Run Business
She founded her firm with her son, Sean, in 2007, and her nephew also works at the company, emphasizing a family-first approach.
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Career

Work history

3-2017
Wealth Management Advisor
AE Wealth Management
2-1981
Institutional Trader, Registered Options Principal
RC Stamm & Co
President/Owner
Family Focus Financial Group
Member
Jackson NJ Chamber of Commerce
Account representative/Agent
MetLife
In the press

Media appearances

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Education
Psychology
Saint Peter's University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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