Kevin was an official Economic Planner (CFP®), a professional designation he achieved thanks to Fairleigh Dickinson School. Kevin has more twenty five years of experience regarding financial characteristics business. As good fiduciary, Kevin works together accounting firms, estate think attorney, and insurance coverage specialist to include independent, unbiased suggestions when you look at the strengthening and you will maintaining total economic plans to own his website subscribers, which will help within the achieving their best economic coming inside the a great tax productive trends.
The Certified Economic Coordinator™ qualification ‘s the degree of brilliance inside financial think. CFP® gurus fulfill rigid studies, knowledge, and ethical criteria, and tend to be invested in helping their clients’ desires right now to prepare them for a less hazardous the next day.
Before joining Essex Monetary Characteristics, Kevin kept brand new headings off Director from Monetary Believe and Dealing with Director/Personal Riches Advisor from the local Joined Financing Advisory companies. Kevin was also a vice-president, Local Thought Consultant getting Fidelity Investment within the Manhattan, New york and lots of Nj-new jersey department metropolises.
Kevin, his partner Lori as well as their a few daughters inhabit Madison, CT. He or she is a person in Madison Nation Bar; he including keeps snowboarding and vacationing with relatives and buddies, also viewing their high school students appreciate lacrosse, soccer, and you may moving.
Robert J. Marcinek, CFP®
Bob are an official Economic Planner™ certificant and you will keeps multiple bonds registrations and you may insurance coverage permits. Bob’s areas become Life Monetary Planning, Funding Management, Business person Believed, Riches Transfer, and you will Home Believed. Their members were several business owners, professionals, and you may entrepreneurs, each other productive and you may retired, as well as their families.
Nathaniel Morris, JD, CFP®
For over a good ilies to keep, package, https://gorgeousbrides.net/fi/latin-beauty-date/ invest and you can retire. He has getting a frontrunner inside leveraging financial technology to coach, empower that assist subscribers achieve the specifications. A member of the fresh Monetary Believed Committee and an authorized Economic PLANNER™, Nate’s appeal is on starting and you may executing a financial arrange for somebody, group, and you will groups to assist them realize its economic potential.
Nate acquired his undergraduate degree within Saint Joseph’s School for the Philadelphia and his legislation education out of Forehead College Beasley College out-of Law, where he was a good Beasley College student. Nate and his wife Allison are now living in Glastonbury.
Nicholas L. Naumann
Nick try an economic Coach with Essex Financials’ Southport, Connecticut place of work. Before joining Essex Economic inside 2018, Nick set up an extensive version of event throughout the his eight year field that have Fidelity Investments’ Personal Client Category inside Fairfield, Connecticut. His focus is found on money age group, securing wealth, and you may starting effective profiles for an array of monetary specifications. Nick believes an extensive financial bundle and you may funding method go hand available. The guy aims to create brand new foundations to possess economic independence with each personal, family, or institution in search of a genuine fiduciary.
Nick is actually an avid player and already lives in Norwalk, Connecticut. He holds an excellent Bachelor’s degree out of Seton Hall University’s Stillman University away from Business therefore the Series 65 membership. At the same time, Nick keeps the state of Connecticut Life insurance and Adjustable Agreements Licenses.
Kevin Nolan, CFP®
Kevin are a financial Mentor with Essex Financials’ Southport, Connecticut work environment. With almost thirty years of experience in Economic Attributes he has got put up an extensive and you will better-round records. Kevin have a-b.A great. from inside the Economics on the College or university of new Hampshire and you may an enthusiastic MBA from Fordham School in which he was recognized for an excellent end for the the realm of Business economics. Kevin is also an authorized Financial Coordinator™ and has now reached the fresh Chartered Advancing years Thought Therapist designation on School off Financial Thought.
The guy resides in Fairfield, CT together with his spouse, Fran and you may 5 people. He have hanging out with his family, the game of golf, skiing and wants sessions their children’s various activities organizations.
Commentaires récents