Kevin try an official Monetary Planner (CFP®), a specialist designation the guy achieved courtesy Fairleigh Dickinson College or university. Kevin features over twenty five years of experience on the economic attributes industry. Due to the fact an excellent fiduciary, Kevin deals with accounting firms, home planning attorneys, and you will insurance rates expert to include separate, objective information into the building and maintaining total economic preparations for their members, that can help within the achieving their utmost financial future into the an excellent income tax effective trend.
The brand new Certified Financial Coordinator™ qualification is the degree of perfection treffit jonkun kanssa 20 vuotta nuorempi kuin sin?¤ inside financial considered. CFP® pros fulfill rigorous degree, knowledge, and you can moral criteria, and so are committed to providing their clients’ best interests right now to prepare yourself them to possess a less dangerous the next day.
In advance of signing up for Essex Monetary Features, Kevin stored the newest titles of Director off Monetary Thought and you can Managing Director/Personal Wealth Advisor from the regional Entered Capital Advisory enterprises. Kevin was also a vice president, Regional Believed Representative having Fidelity Investments in Manhattan, Nyc and lots of New jersey part towns.
Kevin, their wife Lori in addition to their a couple of daughters are now living in Madison, CT. He is a member of Madison Country Bar; the guy along with possess snowboarding and you will vacationing with friends and family, and watching their students take pleasure in lacrosse, basketball, and you will dancing.
Robert J. Marcinek, CFP®
Bob was an official Financial Planner™ certificant and you may holds numerous bonds registrations and you will insurance rates licenses. Bob’s areas include Lifetime Financial Thought, Investment Administration, Business person Think, Wide range Import, and you can Home Think. His readers were many entrepreneurs, managers, and business owners, one another effective and retired, in addition to their group.
Nathaniel Morris, JD, CFP®
For over a beneficial ilies to store, package, purchase and retire. He’s end up being a frontrunner in the leverage financial technical to coach, enable and help clients get to its wants. A member of the fresh new Financial Believe Committee and you can a certified Financial PLANNER™, Nate’s desire is found on starting and carrying out a financial policy for individuals, group, and you can organizations to enable them to read the monetary possible.
Nate acquired their student studies within Saint Joseph’s College or university inside the Philadelphia and his awesome laws education from Temple School Beasley College or university out-of Rules, where he was a beneficial Beasley Student. Nate along with his wife Allison inhabit Glastonbury.
Nicholas L. Naumann
Nick is actually a monetary Advisor which have Essex Financials’ Southport, Connecticut office. Before joining Essex Monetary in 2018, Nick created an extensive sort of knowledge during their 7 year occupation having Fidelity Investments’ Personal Visitors Group inside the Fairfield, Connecticut. His focus is on money age group, protecting wide range, and you may carrying out effective profiles to have a wide range of monetary needs. Nick believes a thorough economic package and you may funding strategy wade hands at your fingertips. The guy aims to create the foundations having economic freedom with every private, nearest and dearest, or business looking for a real fiduciary.
Nick are an enthusiastic golfer and you may currently stays in Norwalk, Connecticut. The guy keeps a good Bachelor’s knowledge out-of Seton Hall University’s Stillman School away from Company plus the Collection 65 membership. Simultaneously, Nick retains the condition of Connecticut Life insurance and Changeable Contracts Licenses.
Kevin Nolan, CFP®
Kevin was an economic Coach that have Essex Financials’ Southport, Connecticut place of work. Which have nearly thirty years of expertise inside the Financial Characteristics he has got arranged a thorough and really-circular history. Kevin has actually a-b.A beneficial. for the Economics regarding the School of the latest Hampshire and you will an MBA of Fordham University where he was noted for outstanding conclusion in the industry of Business economics. Kevin is also a certified Financial Planner™ features reached brand new Chartered Advancing years Believed Specialist designation about College or university of Financial Thought.
He stays in Fairfield, CT together with partner, Fran and you may 5 youngsters. He has actually getting together with his members of the family, playing golf, skiing and you will enjoys sessions his children’s various sporting events organizations.