Kevin is actually a certified Monetary Planner (CFP®), an expert designation he attained as a result of Fairleigh Dickinson College or university. Kevin provides more than 25 years of expertise on monetary properties globe. Due to the fact an effective fiduciary, Kevin works together with accounting firms, home thought lawyer, and you can insurance rates pro to add independent, unbiased information during the strengthening and maintaining complete monetary arrangements having their website subscribers, that will help within the gaining their finest monetary coming into the a beneficial income tax productive manner.
The fresh new Specialized Monetary Planner™ certification is the amount of excellence in the economic believed. CFP® experts fulfill strict degree, studies, and ethical criteria, and so are purchased serving their clients’ needs right now to prepare them to possess a more secure the next day.
Before joining Essex Economic Services, Kevin held new headings of Movie director from Monetary Thought and Controlling Director/Personal Money Advisor at the regional Entered Financial support Advisory providers. Kevin has also been a vp, Regional Planning Consultant to own Fidelity Financial investments during the New york, Ny and many Nj branch towns.
Kevin, his spouse Lori as well as their several daughters live in Madison, CT. He is a person in Madison Country Pub; he and enjoys skiing and you may traveling with family and friends, also seeing his students take pleasure in lacrosse, baseball, and you may dancing.
Robert J. Marcinek, CFP®
Bob are an official Monetary Coordinator™ certificant and retains many securities registrations and insurance coverage permits. Bob’s areas of expertise are Life Monetary Thought, Financial support Management, Business owner Thought, Riches Transfer, and you will Property Considered. His readers include many advertisers, professionals, and you will business owners, one another active and you will retired, and their families.
Nathaniel Morris, JD, CFP®
For over a beneficial ilies to store, bundle, purchase and you will retire. He has end up being a frontrunner into the leverage economic tech to educate, enable which help website subscribers achieve their wants. A member of the Economic Planning Committee and you may an official Economic PLANNER™, Nate’s focus is on establishing and carrying out a monetary arrange for somebody, family, and you can teams to enable them to read its monetary potential.
Nate received his student training at the Saint Joseph’s University within the Philadelphia along with his laws degree out of Forehead School Beasley University away from Law, where he had been an effective Beasley College student. Nate and his awesome spouse Allison are now living in Glastonbury.
Nicholas L. Naumann
Nick is actually a monetary Coach with Essex Financials’ Southport, Connecticut work environment. In advance of signing up for Essex Financial within the 2018, Nick put up a comprehensive type of experience throughout the their seven season field with Fidelity Investments’ Personal Customer Classification in the Fairfield, Connecticut. Their desire is found on earnings age group, securing money, and you can starting energetic portfolios for an array of monetary needs. Nick thinks an extensive financial bundle and investment method go hand available. The guy strives to build brand new fundamentals getting economic liberty with every individual, relatives, otherwise organization wanting a real fiduciary.
Nick are an enthusiastic golfer and you may currently lives in Norwalk, Connecticut. He retains good Bachelor’s knowledge off Seton thai seksikkГ¤itГ¤ naisia Hall University’s Stillman School regarding Team plus the Collection 65 membership. On the other hand, Nick keeps the state of Connecticut Term life insurance and you can Changeable Agreements Certificates.
Kevin Nolan, CFP®
Kevin are an economic Mentor with Essex Financials’ Southport, Connecticut office. With nearly 30 years of experience for the Monetary Functions they have arranged a comprehensive and you can better-circular records. Kevin provides a b.An effective. in the Economics throughout the College or university of brand new Hampshire and a keen MBA from Fordham School where he was noted for an excellent achievement in the the world of Economics. Kevin is even a certified Financial Planner™ and it has achieved the fresh new Chartered Old-age Think Specialist designation in the College regarding Financial Believed.
The guy lives in Fairfield, CT along with his spouse, Fran and 5 students. The guy have hanging out with his family relations, golfing, skiing and you can wants instructions his youngsters’ various recreations communities.