Kevin is actually an authorized Economic Coordinator (CFP®), a professional designation the guy hit thanks to Fairleigh Dickinson University. Kevin provides over twenty five years of expertise from the financial properties business. Because the a fiduciary, Kevin works with accounting firms, estate thought attorney, and insurance policies expert to provide independent, unbiased information into the strengthening and you may maintaining complete monetary plans to own their customers, that will assist in finding their very best economic future when you look at the a good tax productive trends.
The fresh new Official Monetary Planner™ qualification ‘s the degree of excellence inside monetary believe. CFP® masters fulfill rigid education, studies, and moral criteria, and are generally committed to offering the clients’ needs right now to prepare yourself them to possess a less dangerous the next day.
Ahead of signing up for Essex Monetary Attributes, Kevin kept the latest headings of Movie director of Monetary Believed and you will Handling Director/Individual Money Coach from the regional Registered Financing Advisory companies. Kevin has also been a vp, Local Believed Representative to own Fidelity Opportunities when you look at the Manhattan, New york and lots of Nj-new jersey branch cities.
Kevin, his spouse Lori in addition to their several daughters inhabit Madison, CT. He’s a person in Madison Nation Bar; he as well as has snowboarding and vacationing with friends and family, along with viewing their kids appreciate lacrosse, sports, and you may dancing https://kissbrides.com/turkish-women/malatya/.
Robert J. Marcinek, CFP®
Bob are an official Economic Planner™ certificant and you will keeps different securities registrations and you will insurance policies licenses. Bob’s specialties become Lives Monetary Think, Financing Government, Entrepreneur Considered, Wealth Import, and Property Thought. His subscribers were many different business owners, managers, and advertisers, each other active and you will resigned, and their family members.
Nathaniel Morris, JD, CFP®
For over good ilies to keep, plan, invest and retire. They have become a chief during the leverage economic technical to educate, empower and help clients reach its wants. A member of brand new Economic Planning Panel and an authorized Economic PLANNER™, Nate’s desire is found on establishing and you can carrying out an economic policy for some one, group, and you will teams to assist them to read their economic prospective.
Nate attained their student studies at Saint Joseph’s College during the Philadelphia and his legislation studies out-of Forehead College Beasley University regarding Legislation, in which he was a good Beasley Scholar. Nate along with his wife Allison reside in Glastonbury.
Nicholas L. Naumann
Nick is a financial Coach which have Essex Financials’ Southport, Connecticut workplace. Just before signing up for Essex Financial from inside the 2018, Nick create a comprehensive sort of experience while in the his eight year occupation with Fidelity Investments’ Private Customer Class in Fairfield, Connecticut. Their notice is found on earnings generation, protecting riches, and you can doing energetic portfolios for a variety of economic specifications. Nick thinks an intensive economic plan and you can financial support means wade hands available. He strives to create the brand new foundations to have economic liberty with each individual, relatives, or establishment looking a genuine fiduciary.
Nick is actually an avid golfer and you can currently lives in Norwalk, Connecticut. The guy retains an excellent Bachelor’s studies out-of Seton Hallway University’s Stillman College away from Team in addition to Collection 65 subscription. On the other hand, Nick retains the condition of Connecticut Insurance and Adjustable Contracts Certificates.
Kevin Nolan, CFP®
Kevin are an economic Advisor which have Essex Financials’ Southport, Connecticut workplace. Which have nearly 30 years of expertise in Economic Characteristics he has got set-up an intensive and you can better-round background. Kevin possess a b.A great. in Business economics on the College of the latest Hampshire and you may a keen MBA regarding Fordham College or university where he had been recognized for the conclusion in the world of Business economics. Kevin is also an authorized Financial Coordinator™ and has achieved brand new Chartered Senior years Thought Counselor designation regarding College off Monetary Planning.
The guy resides in Fairfield, CT along with his spouse, Fran and you can 5 children. The guy possess getting together with their loved ones, playing golf, snowboarding and you can enjoys training his kids’ various sporting events teams.
