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. (more…)