Kevin are a certified Monetary Coordinator (CFP®), a specialist designation the guy achieved due to Fairleigh Dickinson University. Kevin features over 25 years of experience throughout the monetary properties globe. As an excellent fiduciary, Kevin works with accountants, property planning lawyer, and insurance rates expert to provide independent, unbiased suggestions inside strengthening and you will keeping comprehensive financial preparations getting their clients, that can help when you look at the achieving their finest monetary upcoming within the a income tax successful styles.
Brand new Formal Monetary Planner™ degree ‘s the degree of brilliance when you look at the economic believe. CFP® masters see tight degree, degree, and you may ethical standards, consequently they are purchased offering the clients’ needs today to prepare yourself all of them for a more secure the next day.
Before signing up for Essex Economic Attributes, Kevin stored the brand new titles out-of Director regarding Monetary Thought and Managing Director/Private Wide range Mentor at regional Joined Capital Consultative companies. Kevin was also a vice-president, Regional Think Consultant to have Fidelity Investment during the Manhattan, New york and many New jersey department urban centers.
Kevin, his partner Lori in addition to their a couple daughters are now living in Madison, CT. They are a person in Madison Nation Pub; the guy plus keeps skiing and traveling with friends and family, together with enjoying their students enjoy lacrosse, basketball, and dance.
Robert J. Marcinek, CFP®
Bob is actually an official Economic Planner™ certificant and you will keeps a number of bonds registrations and you will insurance policies licenses. Bob’s specialization were Life Monetary Think, Funding Management, Entrepreneur Think, Wealth Transfer, https://getbride.org/tr/hirvat-kadinlar/ and you may Home Believed. His clients were multiple advertisers, professionals, and business owners, each other effective and retired, in addition to their families.
Nathaniel Morris, JD, CFP®
For more than a great ilies to keep, bundle, purchase and retire. He has got getting a chief when you look at the leveraging economic technical to teach, empower and help readers reach their requirements. A member of the fresh Financial Believe Committee and you can an authorized Monetary PLANNER™, Nate’s desire is on starting and you will doing a monetary arrange for individuals, group, and you can communities to help them realize their financial possible.
Nate attained their undergraduate knowledge from the Saint Joseph’s University when you look at the Philadelphia with his laws training off Forehead College Beasley School out-of Rules, in which he was an excellent Beasley Student. Nate along with his wife Allison live-in Glastonbury.
Nicholas L. Naumann
Nick are a monetary Mentor with Essex Financials’ Southport, Connecticut place of work. Before signing up for Essex Monetary during the 2018, Nick install an intensive particular event through the their 7 season occupation with Fidelity Investments’ Individual Customer Class in the Fairfield, Connecticut. Their interest is on income age group, protecting riches, and you can undertaking energetic profiles getting many monetary requirements. Nick thinks a thorough financial bundle and you can financing strategy go give at hand. The guy aims to create this new foundations for monetary liberty with every private, friends, or institution looking a genuine fiduciary.
Nick is an avid player and you will already resides in Norwalk, Connecticut. He keeps an excellent Bachelor’s education of Seton Hallway University’s Stillman School out of Team and the Series 65 subscription. Additionally, Nick keeps the condition of Connecticut Term life insurance and you will Changeable Contracts Certificates.
Kevin Nolan, CFP®
Kevin try a monetary Advisor with Essex Financials’ Southport, Connecticut work environment. Having nearly thirty years of expertise within the Economic Attributes they have set up an intensive and better-circular records. Kevin has a b.An excellent. in the Business economics regarding the College of the latest Hampshire and you will a keen MBA regarding Fordham School in which he was noted for outstanding achievement when you look at the the realm of Economics. Kevin is also an authorized Monetary Planner™ and has now hit the fresh new Chartered Retirement Think Therapist designation about University out of Monetary Thought.
The guy lives in Fairfield, CT along with his wife, Fran and you can 5 people. He keeps spending time with his relatives, golfing, skiing and you will likes sessions their children’s some football communities.
