Kevin are an official Monetary Planner (CFP®), a specialist designation he achieved due to Fairleigh Dickinson College. Kevin enjoys over 25 years of expertise from the financial attributes globe. Due to the fact an excellent fiduciary, Kevin works together with accountants, home thought lawyer, and you may insurance coverage expert to add independent, objective advice when you look at the strengthening and you can keeping total monetary arrangements to have their subscribers, that will assist for the reaching their utmost economic upcoming during the an excellent tax efficient trends.
New Certified Monetary Coordinator™ degree ‘s the standard of excellence in financial thought. CFP® positives satisfy rigorous knowledge, degree, and ethical conditions, and therefore are committed to providing its clients’ best interests today to ready yourself all of them to have a less dangerous tomorrow.
Ahead of signing up for Essex Economic Functions, Kevin kept the new headings away from Manager of Financial Think and Handling Director/Personal Wealth Mentor from the local Inserted Money Consultative organizations. Kevin has also been a vp, Local Planning Associate having Fidelity Expenditures inside New york, New york and lots of Nj branch cities.
Kevin, his spouse Lori in addition to their a few daughters reside in Madison, CT. He’s a member of Madison Nation Pub; the guy plus keeps skiing and you will vacationing with friends and family, together with seeing his students delight in lacrosse, basketball, and you will dance.
Robert J. Marcinek, CFP®
Bob try a certified Monetary Planner™ certificant and you may retains many bonds registrations and insurance rates licenses. Bob’s specialization were Lifetime Monetary Believed, Funding Government, Business owner Thought, Wide range Transfer, and you may Property Think. Their readers include multiple advertisers, professionals, and you may advertisers, each other effective and retired, and their family members.
Nathaniel Morris, JD, CFP®
For over a ilies to keep, plan, invest and you can retire. He’s become a chief into the leveraging financial technology to educate, empower that assist clients reach their wants. A person in this new Economic Believe Committee and you may a certified Economic PLANNER™, Nate’s focus is on setting-up and carrying out an economic plan for individuals, families, and you can organizations to help them realize its economic potential.
Nate made their undergraduate knowledge at Saint Joseph’s College or university inside Philadelphia along with his laws studies of Temple University Beasley College or university regarding Rules, in which he had been a great Beasley Student. Nate along with his spouse Allison reside in Glastonbury.
Nicholas L. Naumann
Nick is actually a monetary Mentor that have Essex Financials’ Southport, Connecticut office. In advance of joining Essex Financial into the 2018, Nick install a comprehensive particular enjoy during the his eight year job that have Fidelity Investments’ Private Visitors Group for the Fairfield, Connecticut. Their interest is on money age group, protecting wide range, and you will performing active portfolios for a variety of financial wants. Nick believes an extensive economic plan and investment strategy go hand at your fingertips. He aims to build the new fundamentals for economic independence with each private, family relations, or establishment shopping for a real fiduciary.
Nick are an enthusiastic golfer and you may already stays in Norwalk, Connecticut. The guy keeps good Bachelor’s education from Seton Hallway University’s Stillman University from Company and also the Series 65 subscription. Concurrently, Nick holds the condition of Connecticut Coverage and you will Varying Deals Permits.
Kevin Nolan, CFP®
Kevin is an economic Coach which have Essex Financials’ Southport, Connecticut work environment. Having almost three decades of experience for the Economic Functions he has got build an extensive and better-game background. Kevin has a-b.A good. within the Business economics on University of brand new Hampshire and you may an MBA out-of Fordham College or university in which he had been recognized for the completion in the world of Economics. Kevin is even a certified Economic Planner™ and has now attained the new Chartered Old age Considered Therapist designation on College or university of Financial Think Buna bayД±ldД±m..
The guy stays in Fairfield, CT with his partner, Fran and you may 5 children. The guy provides spending time with his family, golfing, skiing and you can likes coaching his youngsters’ various sports teams.