Nathaniel (Fano) Barton
Retirement Advisor
Fano joined Soltis in January 2022 as a Retirement Advisor, focusing on partnering with executives and investment committee members to develop, monitor, enhance, and revise employer retirement and savings plans. He is dedicated to empowering employees through education on utilizing workplace plans and crafting personalized financial strategies. With a wealth of experience as a workplace advisor, Fano believes in the importance of comprehensive financial planning for every individual and is committed to imparting financial literacy and guidance to facilitate a brighter financial future. He looks forward to cultivating enduring relationships with both workplace and private wealth clients.
Prior to joining Soltis, Fano spent over six years at Fidelity Investments, where he began as a full trader financial representative before transitioning to a workplace advisor role, assisting numerous clients with diverse financial planning and service requirements. He holds a Bachelor’s degree in Personal Financial Planning from Utah Valley University and is currently pursuing a Master of Financial Planning & Analytics, with anticipated graduation in the near future. Fano is actively preparing to obtain the CFP® designation and other certifications to further augment his expertise.
Outside of work, Fano cherishes spending time with his wife and three young children, engaging in adventures and outdoor activities together. In his leisure time away from family commitments, he enjoys coaching and participating in boxing at their local club.