Kevin was an authorized Economic Coordinator (CFP®), a specialist designation the guy achieved owing to Fairleigh Dickinson College or university. Kevin has actually over 25 years of experience regarding the monetary services business. Since the a good fiduciary, Kevin works together with accountants, estate think lawyer, and you will insurance specialist to include separate, unbiased advice from inside the strengthening and you may keeping total monetary plans having their clients, that will assist for the achieving their utmost monetary upcoming within the a tax successful fashion.
Brand new Authoritative Financial Coordinator™ qualification ‘s the amount of brilliance into the monetary believe. CFP® positives see rigorous training, knowledge, and you will moral requirements, and are generally dedicated to serving the clients’ desires right now to get ready all of them to possess a less dangerous the next day.
In advance of signing up for Essex Economic Features, Kevin held this new headings away from Director off Financial Believe and you can Handling Director/Individual Wide range Mentor in the local Inserted Financial support Advisory agencies. Kevin has also been a vp, Local Planning Consultant for Fidelity Financial investments during the New york, Nyc and some New jersey department cities.
Kevin, their partner Lori in addition to their two daughters live-in Madison, CT. He’s a person in Madison Country Club; he and features snowboarding and vacationing with friends, together with enjoying their kids delight in lacrosse, soccer, and you can dancing.
Robert J. Marcinek, CFP®
Bob was an authorized Financial Planner™ certificant and you can holds many different ties registrations and you can insurance rates permits. Bob’s areas are Lifetime Monetary Believe, Financial support Management, Business person Planning, Riches Import, and you may Estate Think. His members include various business owners, professionals, and you can business owners, one another energetic and you may retired, in addition to their household.
Nathaniel Morris, JD, CFP®
For over a beneficial ilies to save, package, purchase and you will retire. He has got getting a leader when you look at the leverage financial tech to coach, enable that assist readers achieve its desires. A member of the new Financial Think Panel and you will a certified Financial PLANNER™, Nate’s appeal is on starting and executing a financial arrange for individuals, group, and communities to assist them discover their financial potential.
Nate earned his student knowledge at the Saint Joseph’s University in Philadelphia and his awesome laws studies out of Forehead University Beasley University off Law, in which he had been a beneficial Beasley Student. Nate with his partner Allison are now living in Glastonbury.
Nicholas L. Naumann
Nick is an economic Advisor having Essex Financials’ Southport, Connecticut work environment. Just before joining Essex Economic into the 2018, Nick put up a thorough version of knowledge through the his seven seasons occupation having Fidelity Investments’ Personal Consumer Category when you look at the Fairfield, Connecticut. Their attract is on money generation, protecting riches, and performing energetic profiles to have a wide range of economic goals. Nick believes an extensive economic package and you will money strategy wade hand available. The guy aims to build new fundamentals to own financial freedom with each private, family members, otherwise place seeking a real fiduciary.
Nick is actually an avid player and you will currently lives in Norwalk, Connecticut. The guy keeps a beneficial Bachelor’s knowledge from Seton Hallway University’s Stillman College off Organization plus the Show 65 subscription. Likewise, Nick holds the condition of Connecticut Term life insurance and you can Varying Deals Permits.
Kevin Nolan, CFP®
Kevin was a monetary Mentor having Essex Financials’ Southport, Connecticut office. That have nearly 3 decades of experience during the Monetary Attributes single ladies of Rosario in Uruguay he’s got created an extensive and well-round record. Kevin provides a b.A. from inside the Economics from the College or university of brand new Hampshire and you will a keen MBA out-of Fordham University where he had been known for a fantastic conclusion within the the world of Economics. Kevin is even a certified Economic Planner™ and has hit the brand new Chartered Advancing years Considered Therapist designation on College out-of Financial Planning.
He resides in Fairfield, CT together with spouse, Fran and you may 5 children. He possess getting together with his family unit members, the game of golf, snowboarding and you can likes instruction their kids’ individuals activities communities.
