Kevin is an authorized Monetary Coordinator (CFP®), a professional designation he hit because of Fairleigh Dickinson College or university. Kevin possess more than twenty five years of experience about economic characteristics industry. Since the a beneficial fiduciary, Kevin works together accounting firms, home think attorneys, and you will insurance rates professional to provide independent, unbiased information from inside the building and you will maintaining total monetary plans for their subscribers, that will assist inside the achieving their utmost monetary future into the good tax effective fashion.
This new Specialized Financial Planner™ certification is the amount of excellence inside monetary believe. CFP® positives meet rigid degree, studies, and you will moral conditions, and are also invested in serving their clients’ needs right now to get ready them to possess a less dangerous tomorrow.
Before joining Essex Financial Characteristics, Kevin kept the fresh headings away from Movie director out-of Monetary Think and you will Controlling Director/Personal Wide range Coach in the regional Inserted Investment Consultative businesses. Kevin was also a vice-president, Regional Considered Consultant to own Fidelity Investments for the Manhattan, New york and several Nj department metropolitan areas.
Kevin, their spouse Lori and their a couple of daughters live in Madison, CT. He could be a person in Madison Country Bar; the guy as well as provides snowboarding and you will traveling with friends and family, plus watching their high school students see lacrosse, soccer, and moving.
Robert J. Marcinek, CFP®
Bob was a certified Economic Planner™ certificant and retains a number of securities registrations and you may insurance coverage permits. Bob’s areas of expertise are Lives Financial Thought, Financing Government, Business person Think, Riches Import, and Home Considered. Their clients are several business owners, executives, and you can business owners, one another effective and you will resigned, in addition to their families.
Nathaniel Morris, JD, CFP®
For more than an excellent ilies to store, bundle, invest and retire. He has be a commander from inside the leveraging monetary tech to coach, encourage that assist clients go their goals. A person in the Economic Thought Committee and you can a certified Economic PLANNER™, Nate’s appeal is on creating and you will carrying out a financial plan for people, family, and you may teams to help them realize the monetary potential.
Nate gained their student training during the Saint Joseph’s School inside the Philadelphia with his law knowledge off Temple University Beasley College of Law, where he had been an excellent Beasley Scholar. Nate and his spouse Allison live in Glastonbury.
Nicholas L. Naumann
Nick was a monetary Mentor with Essex Financials’ Southport, Connecticut work environment. Before signing up for Essex Monetary when you look at the 2018, Nick arranged a thorough version of enjoy during his eight year job that have Fidelity Investments’ Personal Client Group inside the Fairfield, Connecticut. Their interest is on earnings generation, protecting money, and you will doing active profiles to possess many financial requirements. Nick thinks a comprehensive monetary plan and you may financial support strategy wade give in hand. He strives to build this new fundamentals for monetary freedom with every private, loved ones, otherwise place shopping for a real fiduciary.
Nick is actually a devoted golfer and you may currently resides in Norwalk, Connecticut. The guy keeps an effective Bachelor’s knowledge off Seton Hallway University’s Stillman School from Business together with Show 65 subscription. Concurrently, Nick keeps the state of Connecticut Term life insurance and Variable Deals Certificates.
Kevin Nolan, CFP®
Kevin is actually a financial Coach having Essex Financials’ Southport, Connecticut place of work. With almost mail order gelin georgian three decades of experience during the Economic Attributes he has set-up an intensive and you will better-round background. Kevin keeps a b.A beneficial. inside the Business economics regarding School of the latest Hampshire and you can an MBA out-of Fordham School where he had been known for an excellent achievement for the the world of Business economics. Kevin is even a certified Financial Coordinator™ and also achieved the newest Chartered Old age Think Therapist designation on the University off Monetary Thought.
The guy resides in Fairfield, CT together with spouse, Fran and you will 5 students. He keeps spending time with his nearest and dearest, the game of golf, snowboarding and you can likes lessons their youngsters’ some football organizations.