Kevin was an official Financial Planner (CFP®), a specialist designation he achieved because of Fairleigh Dickinson College. Kevin possess over 25 years of experience regarding economic attributes community. Because the an effective fiduciary, Kevin works closely with accounting firms, home think attorneys, and you will insurance professional to provide independent, unbiased suggestions from inside the building and you can keeping total monetary plans for his members, that can help when you look at the finding their very best financial future from inside the a beneficial income tax successful styles.
The fresh Specialized Financial Planner™ qualification ‘s the standard of brilliance when you look at the monetary believe. CFP® advantages meet rigorous degree, training, and you will ethical conditions, and generally are purchased providing their clients’ best interests today to ready yourself them for a more secure tomorrow.
In advance of joining Essex Economic Attributes, Kevin stored the fresh titles from gorgeousbrides.net En fantastisk lesning Director of Economic Planning and you can Handling Director/Private Money Mentor from the regional Entered Money Consultative businesses. Kevin was also a vice-president, Local Considered Representative to have Fidelity Opportunities inside the New york, New york and lots of Nj-new jersey department metropolises.
Kevin, their spouse Lori in addition to their a few daughters live in Madison, CT. He or she is a member of Madison Country Bar; the guy also features skiing and you will vacationing with friends, plus enjoying their high school students enjoy lacrosse, basketball, and moving.
Robert J. Marcinek, CFP®
Bob was an authorized Financial Planner™ certificant and retains various securities registrations and you can insurance policies licenses. Bob’s specialization are Existence Economic Believed, Financial support Government, Business owner Think, Money Transfer, and you may Home Planning. Their customers is some entrepreneurs, managers, and entrepreneurs, one another productive and resigned, as well as their family members.
Nathaniel Morris, JD, CFP®
For more than a great ilies to store, package, purchase and you can retire. He’s getting a leader during the leverage financial tech to educate, empower and help subscribers get to its specifications. A member of the brand new Monetary Believe Panel and you may a certified Financial PLANNER™, Nate’s appeal is found on installing and you may performing an economic policy for people, family members, and you may teams to assist them realize its financial potential.
Nate made their undergraduate degree on Saint Joseph’s College for the Philadelphia and his legislation education away from Temple College or university Beasley College from Legislation, in which he was a good Beasley Student. Nate and his wife Allison inhabit Glastonbury.
Nicholas L. Naumann
Nick are a financial Advisor having Essex Financials’ Southport, Connecticut office. Prior to signing up for Essex Economic within the 2018, Nick arranged an intensive types of experience during their 7 12 months occupation that have Fidelity Investments’ Individual Visitors Category inside the Fairfield, Connecticut. His attention is on earnings generation, protecting wide range, and you can doing energetic profiles to have an array of financial desires. Nick thinks a thorough monetary plan and you can resource strategy go hand at hand. He aims to construct this new fundamentals to possess financial liberty with each individual, friends, or place wanting a true fiduciary.
Nick is a devoted player and you can currently stays in Norwalk, Connecticut. He holds a beneficial Bachelor’s training out of Seton Hall University’s Stillman College or university out-of Organization plus the Collection 65 membership. At exactly the same time, Nick retains the condition of Connecticut Life insurance coverage and you may Changeable Deals Licenses.
Kevin Nolan, CFP®
Kevin try a financial Mentor having Essex Financials’ Southport, Connecticut work environment. Which have almost three decades of experience inside the Financial Characteristics he’s got created an intensive and you will really-circular record. Kevin keeps a b.A. in Economics about School of brand new Hampshire and you can an enthusiastic MBA regarding Fordham College where he was known for an excellent conclusion for the the world of Economics. Kevin is also an official Monetary Coordinator™ and it has reached the brand new Chartered Advancing years Considered Therapist designation on the School from Economic Thought.
He stays in Fairfield, CT along with his partner, Fran and you can 5 college students. The guy possess getting together with his members of the family, golfing, skiing and you will loves courses their youngsters’ individuals sports communities.