Posted by Kevin try a certified Economic Coordinator (CFP®), a professional designation he attained as a consequence of Fairleigh Dickinson College or university. Kevin features more than 25 years of expertise regarding financial qualities globe. Since a good fiduciary, Kevin works closely with accounting firms, home considered attorney, and insurance specialist to provide separate, objective guidance in building and you will keeping complete economic plans to possess postordre bruder en svindel their customers, that can help into the achieving their utmost economic upcoming from inside the a tax productive trend.
The latest Official Financial Coordinator™ qualification is the standard of perfection for the financial planning. CFP® benefits meet rigid studies, training, and you may moral requirements, consequently they are invested in offering their clients’ best interests today to ready yourself all of them to own a less dangerous the next day.
Before signing up for Essex Financial Attributes, Kevin kept the brand new headings of Director out of Economic Considered and Controlling Director/Personal Money Mentor on regional Registered Investment Advisory companies. Kevin was also a vp, Local Think Representative for Fidelity Opportunities in the Manhattan, Nyc and lots of Nj-new jersey part metropolises.
Kevin, his partner Lori as well as their several daughters live in Madison, CT. They are a member of Madison Country Club; the guy as well as keeps snowboarding and you will vacationing with friends and family, along with seeing their students see lacrosse, football, and you can dance.
Robert J. Marcinek, CFP®
Bob try an authorized Monetary Coordinator™ certificant and you can retains a number of ties registrations and you will insurance policies certificates. Bob’s specialization is Lives Financial Considered, Resource Administration, Business person Considered, Money Import, and you may House Considered. His clients include different business owners, executives, and you will business owners, one another productive and retired, and their family.
Nathaniel Morris, JD, CFP®
For over a great ilies to keep, bundle, invest and you may retire. He has become a chief inside the leverage monetary technology to educate, encourage which help members achieve its desires. A person in the Economic Believe Panel and you may a certified Financial PLANNER™, Nate’s interest is on installing and you will executing a monetary policy for somebody, family, and you may teams to help them realize their financial possible.
Nate made their student education during the Saint Joseph’s School inside the Philadelphia and his awesome law degree out of Forehead School Beasley School of Legislation, in which he was a Beasley Student. Nate along with his spouse Allison inhabit Glastonbury.
Nicholas L. Naumann
Nick was a financial Advisor with Essex Financials’ Southport, Connecticut office. In advance of signing up for Essex Financial inside 2018, Nick build an extensive particular knowledge through the their 7 12 months profession that have Fidelity Investments’ Personal Buyer Group from inside the Fairfield, Connecticut. His appeal is on income age bracket, protecting wealth, and creating effective portfolios to possess numerous monetary needs. Nick believes an intensive financial bundle and you may investment means go hand in hand. He aims to build the brand new fundamentals to have economic versatility with each personal, family members, or business selecting a true fiduciary.
Nick is an enthusiastic golfer and you may already lives in Norwalk, Connecticut. The guy keeps an excellent Bachelor’s education off Seton Hallway University’s Stillman College from Organization while the Show 65 subscription. Simultaneously, Nick keeps the condition of Connecticut Life insurance and Variable Deals Certificates.
Kevin Nolan, CFP®
Kevin is actually an economic Mentor having Essex Financials’ Southport, Connecticut place of work. Having nearly thirty years of expertise for the Monetary Functions he has got set up an intensive and really-game history. Kevin has a b.An effective. from inside the Business economics from the University of the latest Hampshire and you may an enthusiastic MBA out of Fordham University in which he had been known for a good completion inside the the field of Business economics. Kevin is additionally a certified Economic Coordinator™ features hit the fresh new Chartered Senior years Thought Therapist designation about College or university regarding Financial Believe.
He resides in Fairfield, CT along with his wife, Fran and you may 5 children. He possess hanging out with his family unit members, playing golf, skiing and you may loves instruction his kids’ various football organizations.