Kevin was an official Monetary Planner (CFP®), a specialist designation the guy reached compliment of Fairleigh Dickinson University. Kevin features more than 25 years of experience regarding monetary services community. Just like the an effective fiduciary, Kevin works with accountants, house believe attorneys, and you may insurance policies specialist to incorporate separate, objective pointers when you look at the strengthening and you may maintaining comprehensive economic arrangements to own his readers, which will help from inside the reaching their very best economic upcoming from inside the a tax effective fashion.
The Formal Economic Planner™ qualification ‘s the degree of perfection when you look at the economic believed. CFP® professionals satisfy rigid degree, knowledge, and you may ethical conditions, and they are committed to providing their clients’ best interests right now to prepare them to have a less hazardous the next day.
Prior to signing up for Essex Monetary Qualities, Kevin kept the brand new titles off Movie director away from Economic Considered and you can Managing Director/Private Money Advisor in the local Inserted Financing Consultative companies. Kevin was also a vice-president, Regional Thought Consultant to possess Fidelity Assets in the Manhattan, Ny and several Nj department locations.
Kevin, their partner Lori in addition to their a couple of daughters live-in Madison, CT. They are a person in Madison Nation Pub; the guy and have skiing and vacationing with family and friends, as well as seeing his students appreciate lacrosse, football, and you can dancing.
Robert J. Marcinek, CFP®
Bob try an authorized Economic Planner™ certificant and you can holds a variety of securities registrations and you can insurance licenses. Bob’s areas of expertise were Life Financial Planning, Investment Management, Business person Believed, Wide range Transfer, and you can Property Believed. His customers tend to be a variety of entrepreneurs, executives, and you may business owners, one another effective and you may retired, and their parents.
Nathaniel Morris, JD, CFP®
For more than an effective ilies to keep, bundle, invest and you may retire. He has got be a frontrunner inside leverage financial technology to educate, encourage and help clients reach its needs. A person in new Monetary Think Committee and a certified Economic PLANNER™, Nate’s notice is on creating and you can performing an economic plan for anybody, families, and you may communities to enable them to read its economic prospective.
Nate made their student training during the Saint Joseph’s College or university during the Philadelphia with his legislation training out-of Forehead College Beasley School from Legislation, where he was a good Beasley Beginner. Nate with his partner Allison live in Glastonbury.
Nicholas L. Naumann
Nick is actually a financial Coach which have Essex Financials’ Southport, Connecticut work environment. Before joining Essex Monetary from inside the 2018, Nick setup an extensive style of feel while in the his eight season industry that have Fidelity Investments’ Private Visitors Classification when you look at the Fairfield, Connecticut. His notice is on earnings generation, securing wealth, and you will performing productive profiles getting a wide range of financial goals. Nick thinks a comprehensive financial bundle and you can capital method wade hand available. The guy aims to construct the newest fundamentals having financial liberty with each private, friends, otherwise place seeking a genuine fiduciary.
Nick was an enthusiastic player and already stays in Norwalk, Connecticut. He retains an effective Bachelor’s education out-of Seton Hall University’s Stillman College or university regarding Business as well as the Show 65 subscription. Additionally, Nick keeps the state of Connecticut Insurance and you can Varying Deals Certificates.
Kevin Nolan, CFP®
Kevin is actually a monetary Mentor which have Essex Financials’ Southport, Connecticut work environment. With almost thirty years of experience into the Monetary Services they have set up an intensive and really-round record. Kevin has a-b.An effective. when you look at the Business economics throughout the College or university of brand new Hampshire and you may an enthusiastic MBA from Fordham School in which he had been noted for an excellent conclusion within the the field of Economics. Kevin is also an authorized Economic Coordinator™ possesses achieved the fresh Chartered Retirement Think Specialist designation from the University out of https://kissbrides.com/tr/vietnamli-gelinler/ Financial Believe.
The guy resides in Fairfield, CT together with wife, Fran and you will 5 pupils. The guy has hanging out with their family, golfing, skiing and you can enjoys courses their kids’ individuals football communities.