Kevin is actually an official Financial Coordinator (CFP®), an expert designation he attained using Fairleigh Dickinson School. Kevin features over 25 years of experience from the monetary services community. Because the an effective fiduciary, Kevin works together with accountants, property planning lawyer, and you may insurance pro to provide independent, unbiased advice inside the strengthening and you can keeping complete financial preparations to have his subscribers, that can help during the finding their finest monetary future for the a good tax efficient styles.
This new Official Economic Planner™ qualification ‘s the level of excellence into the financial considered. CFP® gurus satisfy tight knowledge, education, and you can ethical criteria, and are usually invested in offering its clients’ desires right now to prepare them to own a less hazardous the next day.
In advance of joining Essex Financial Functions, Kevin stored this new titles out of Director off Economic Think and you will Dealing with Director/Personal Money Mentor from the regional Joined Investment Advisory companies. Kevin has also been a vice-president, Local Believe Agent for Fidelity Assets inside New york, Nyc and some Nj department towns and cities.
Kevin, his partner Lori as well as their a couple of daughters live in Madison, CT. He or she is a member of Madison Country Club; he along with possess skiing and you can vacationing with friends and family, and viewing their high school students enjoy lacrosse, soccer, and you may moving.
Robert J. Marcinek, CFP®
Bob was an official Economic Planner™ certificant and keeps a number of ties registrations and insurance rates permits. Bob’s specialties is Lifestyle Economic Planning, Money Management, Business owner Planning, Money Transfer, and Property Planning. His readers were several business owners, managers, and you may advertisers, each other productive and you can retired, and their families.
Nathaniel Morris, JD, CFP®
For more than a beneficial ilies to save, plan, dedicate and retire. They have getting a chief within the leveraging economic technical to coach, empower and help subscribers go its specifications. A member of brand new Financial Think Committee and you can an official Economic PLANNER™, Nate’s focus is on starting and you will executing a monetary policy for individuals, parents, and teams to assist them see the financial potential.
Nate generated their student degree at Saint Joseph’s College for the Philadelphia and his laws training from Temple University Beasley College off Legislation, in which he was a https://kissbrides.com/uruguay-women/montevideo/ great Beasley Pupil. Nate along with his partner Allison live in Glastonbury.
Nicholas L. Naumann
Nick are a financial Mentor that have Essex Financials’ Southport, Connecticut workplace. Before signing up for Essex Financial in 2018, Nick created an extensive brand of enjoy during his eight 12 months career having Fidelity Investments’ Individual Customer Classification within the Fairfield, Connecticut. Their attract is on income age group, protecting money, and carrying out active profiles to possess many financial goals. Nick believes an extensive financial package and you may funding approach wade hand at your fingertips. The guy aims to create the fundamentals to have monetary freedom with every individual, members of the family, otherwise institution searching for a real fiduciary.
Nick was a devoted golfer and you may currently resides in Norwalk, Connecticut. The guy retains an excellent Bachelor’s education out of Seton Hallway University’s Stillman University out of Company in addition to Show 65 subscription. In addition, Nick keeps the condition of Connecticut Coverage and you can Changeable Contracts Certificates.
Kevin Nolan, CFP®
Kevin is actually an economic Advisor with Essex Financials’ Southport, Connecticut work environment. With almost thirty years of expertise during the Economic Services he’s got set up a thorough and you will better-game records. Kevin possess a b.A good. from inside the Business economics regarding College or university of brand new Hampshire and you will an MBA from Fordham College or university where he had been noted for an excellent completion for the the realm of Economics. Kevin is also a certified Financial Planner™ and has now achieved the fresh Chartered Retirement Considered Counselor designation regarding College away from Economic Believed.
The guy lives in Fairfield, CT along with his spouse, Fran and you can 5 pupils. The guy enjoys getting together with his family relations, the game of golf, snowboarding and enjoys sessions their children’s certain football groups.
