Kevin is an authorized Financial Coordinator (CFP®), a specialist designation the guy hit using Fairleigh Dickinson College or university. Kevin enjoys more than 25 years of experience in the financial characteristics business. Since an effective fiduciary, Kevin works together with accountants, home considered lawyer, and you can insurance expert to incorporate independent, objective information when you look at the building and you will maintaining complete financial arrangements for his subscribers, that will help in the gaining their best economic upcoming into the a income tax successful fashion.
The newest Formal Financial Planner™ degree is the degree of brilliance inside monetary believed. CFP® benefits see rigid education, degree, and you may moral standards, consequently they are committed to offering its clients’ best interests right now to prepare them to possess a more secure the next day.
Prior to joining Essex Monetary Services, Kevin held this new headings away from Director from Economic Planning and you may Managing Director/Private Wide range Advisor at local Inserted Financing Advisory organizations. Kevin has also been a vice-president, Regional Believed Associate to own Fidelity Investments in Manhattan, Nyc and many Nj-new jersey part metropolitan areas.
Kevin, their wife Lori in addition to their a couple of daughters inhabit Madison, CT. He is a member of Madison Country Pub; he as well as have snowboarding and you can vacationing with friends, along with enjoying their kids appreciate lacrosse, soccer, and you can dance.
Robert J. Marcinek, CFP®
Bob is actually an official Monetary Coordinator™ certificant and you can retains multiple bonds registrations and insurance coverage licenses. Bob’s areas of expertise are Lives Monetary Thought, Funding Administration, Entrepreneur Considered, Wealth Import, and you may Estate Thought. Their clients become a variety of entrepreneurs, managers, and you can business owners, each other energetic and you will retired, as well as their household.
Nathaniel Morris, JD, CFP®
For over an effective ilies to save, plan, dedicate and retire. He has got getting a chief from inside the leverage monetary tech to teach, encourage and help readers reach the desires. A person in brand new Economic Believed Panel and you will an authorized Financial PLANNER™, Nate’s interest is found on installing and executing a monetary policy for individuals, family members, and groups to help them realize the economic prospective.
Nate gained his undergraduate knowledge within Saint Joseph’s University for the Philadelphia and his awesome legislation training off Forehead College Beasley School out-of Law, in which he had been good Beasley College student. Nate and his awesome wife Allison reside in Glastonbury.
Nicholas L. Naumann
Nick is actually an economic Coach with Essex Financials’ Southport, Connecticut work environment. Prior to signing up for Essex Financial from inside the 2018, Nick created an extensive sorts of enjoy throughout their 7 year profession that have Fidelity Investments’ Private Visitors Class into the Fairfield, Connecticut. Their attract is found on income age group, securing wealth, and carrying out productive profiles to possess a wide range of monetary needs. Nick believes a comprehensive economic package and money method go hands at hand. He strives to construct the fresh new foundations to have economic versatility with every individual, family relations, or facilities trying to find a genuine fiduciary.
Nick are an enthusiastic golfer and you will currently lives in Norwalk, Connecticut. The guy retains a good why so many beautiful women in Poltava in Ukraine Bachelor’s knowledge off Seton Hallway University’s Stillman University of Business as well as the Series 65 subscription. Additionally, Nick holds the state of Connecticut Coverage and you will Variable Agreements Licenses.
Kevin Nolan, CFP®
Kevin try a financial Coach that have Essex Financials’ Southport, Connecticut office. Which have nearly three decades of experience in Financial Characteristics he has got put up an intensive and you may well-game record. Kevin has actually a-b.An excellent. for the Economics throughout the University of new Hampshire and you can an enthusiastic MBA regarding Fordham School where he had been noted for the conclusion inside the industry of Economics. Kevin is even an official Economic Planner™ possesses reached this new Chartered Later years Believe Specialist designation regarding College or university away from Economic Planning.
The guy lives in Fairfield, CT along with his wife, Fran and you will 5 pupils. He provides getting together with his family, golfing, snowboarding and you will likes training his youngsters’ certain football groups.