Kevin is actually an authorized Monetary Coordinator (CFP®), a specialist designation he hit thanks to Fairleigh Dickinson College. Kevin has actually more twenty five years of expertise on monetary functions world. While the a fiduciary, Kevin works with accounting firms, house considered lawyer, and you will insurance policies specialist to incorporate separate, objective recommendations during the building and you can maintaining full economic arrangements for their members, that will assist into the reaching their finest economic future for the a taxation productive trends.
The Authoritative Financial Coordinator™ degree ‘s the degree of perfection inside the monetary considered. CFP® gurus meet rigorous training, studies, and moral standards, and are purchased offering the clients’ needs right now to get ready them having a less dangerous tomorrow.
Before joining Essex Financial Qualities, Kevin stored the new titles from Manager from Economic Thought and you may Controlling Director/Private Wide range Advisor on regional Inserted Resource Advisory enterprises. Kevin was also a vice-president, Regional Considered Agent getting Fidelity Investment within the New york, Nyc and some Nj department towns and cities.
Kevin, their wife Lori and their a couple daughters reside in Madison, CT. He or she is a member of Madison Country Pub; he plus possess snowboarding and you will traveling with family and friends, plus viewing their high school students see lacrosse, basketball, and you will moving.
Robert J. Marcinek, CFP®
Bob is a certified Financial Coordinator™ certificant and you may holds numerous securities registrations and you will insurance permits. Bob’s specialties are Existence Financial Planning, Capital Government, Entrepreneur Believed, Wide range Import meet dating beautiful US girl, and Estate Believe. His members were numerous business owners, managers, and business owners, one another active and you can resigned, in addition to their group.
Nathaniel Morris, JD, CFP®
For more than an excellent ilies to save, package, purchase and you can retire. He has end up being a leader inside the leveraging economic tech to teach, empower which help website subscribers achieve the needs. A member of the Financial Thought Committee and you can a certified Monetary PLANNER™, Nate’s focus is found on setting up and performing a financial arrange for some body, parents, and groups to help them discover its financial potential.
Nate made their undergraduate education from the Saint Joseph’s School in the Philadelphia along with his rules training of Temple College Beasley University from Rules, in which he was an effective Beasley Scholar. Nate and his partner Allison inhabit Glastonbury.
Nicholas L. Naumann
Nick is a financial Coach that have Essex Financials’ Southport, Connecticut workplace. Prior to signing up for Essex Financial within the 2018, Nick created an extensive version of feel throughout the his 7 seasons career which have Fidelity Investments’ Individual Visitors Classification in Fairfield, Connecticut. Their notice is found on earnings age group, securing wealth, and doing effective profiles having a wide range of financial desires. Nick believes an intensive economic package and you will financing approach wade hand at hand. He aims to create the new fundamentals to have economic liberty with each individual, family, or place in search of a real fiduciary.
Nick was an enthusiastic player and currently resides in Norwalk, Connecticut. He holds an excellent Bachelor’s knowledge off Seton Hall University’s Stillman School from Organization therefore the Show 65 membership. At the same time, Nick retains the condition of Connecticut Life insurance coverage and Changeable Deals Licenses.
Kevin Nolan, CFP®
Kevin is an economic Advisor which have Essex Financials’ Southport, Connecticut place of work. Having nearly 3 decades of experience during the Financial Functions he’s got arranged an intensive and you may better-rounded history. Kevin features a-b.An excellent. in the Business economics regarding the University of the latest Hampshire and you can an enthusiastic MBA off Fordham College in which he was noted for a fantastic end during the the world of Business economics. Kevin is additionally a certified Monetary Coordinator™ and has achieved the latest Chartered Senior years Believed Counselor designation regarding the School from Financial Considered.
He stays in Fairfield, CT along with his spouse, Fran and 5 children. He provides spending time with their relatives, golfing, snowboarding and loves coaching his youngsters’ certain football communities.