Kevin try a certified Monetary Coordinator (CFP®), a professional designation he hit using Fairleigh Dickinson College. Kevin provides more twenty five years of expertise from the economic services industry. Because a great fiduciary, Kevin works closely with accountants, house considered lawyer, and you can insurance coverage specialist to incorporate independent, unbiased recommendations when you look at the building and you may keeping comprehensive monetary agreements to possess his readers, that will assist in the gaining their very best monetary upcoming within the an excellent taxation productive fashion.
Brand new Certified Monetary Coordinator™ qualification ‘s the degree of brilliance during the monetary thought. CFP® professionals satisfy tight training, education, and you can ethical standards, and are usually invested in providing the clients’ desires right now to ready yourself all of them for a less dangerous the next day.
Before joining Essex Economic Characteristics, Kevin kept this new titles away from Movie director of Financial Think and Dealing with Director/Personal Money Coach on local Entered Financial support Consultative providers. Kevin was also a vice president, Regional Believe Associate for Fidelity Opportunities during the Manhattan, Ny and lots of Nj part places.
Kevin, their wife Lori in addition to their two daughters live-in Madison, CT. They are a member of Madison Nation Club; the guy also enjoys snowboarding and you may vacationing with relatives and buddies, and enjoying their high school students take pleasure in lacrosse, sports, and moving.
Robert J. Marcinek, CFP®
Bob is an authorized Economic Coordinator™ certificant and holds many ties registrations and you will insurance rates licenses. Bob’s areas of expertise are Lives Monetary Believe, Capital Management, Business person Believed, Wide range Import, and you will House Planning. Their customers become several business owners, executives, and you may advertisers, both active and retired, and their group.
Nathaniel Morris, JD, CFP®
For over a ilies to keep, package, invest and you may retire. He has got become a chief when you look at the leverage monetary technology to teach, encourage which help readers get to the desires. A member of this new Monetary Planning Panel and you may a certified Financial PLANNER™, Nate’s desire is found on setting up and you will executing a monetary arrange for individuals, family members, and you can organizations to help them comprehend its financial prospective.
Nate earned their undergraduate studies in the Saint Joseph’s University during the Philadelphia and his legislation degree of Temple University Beasley University of Legislation, in which he had been a great Beasley College student. Nate along with his spouse Allison inhabit Glastonbury.
Nicholas L. Naumann
Nick was a financial Advisor which have Essex Financials’ Southport, Connecticut place of work. Just before signing up for Essex Monetary when you look at the 2018, Nick set-up an extensive style of skills during the their eight 12 months profession having Fidelity Investments’ Personal Buyer Class when you look at the Fairfield, Connecticut. Their appeal is found on money age bracket, securing wide range, and you will starting effective profiles to own numerous financial desires. Nick believes an intensive economic plan and you may funding means wade hands at hand. He strives to create this new fundamentals to have economic independence with each personal, nearest and dearest, or business shopping for a true fiduciary.
Nick is an avid player and you may already resides in Norwalk, Connecticut. The guy retains a beneficial Bachelor’s training away from Seton Hall University’s Stillman University regarding Providers and also the Series 65 subscription. On top of that, Nick holds the condition of Connecticut Life insurance and you may Variable Deals Licenses.
Kevin Nolan, CFP®
Kevin is a monetary Coach with Essex Financials’ Southport, Connecticut place of work. That have almost 3 decades of expertise when you look at https://kissbrides.com/godatenow-review/ the Monetary Attributes he’s got build a thorough and you may really-circular record. Kevin enjoys a-b.An effective. inside Business economics regarding College of brand new Hampshire and you may an enthusiastic MBA out-of Fordham College or university in which he had been recognized for an excellent completion inside the the field of Business economics. Kevin is even an official Monetary Planner™ features achieved this new Chartered Retirement Believe Counselor designation about College away from Economic Believed.
He resides in Fairfield, CT together with his partner, Fran and you can 5 people. He has actually spending time with their friends, golfing, snowboarding and you will loves lessons his youngsters’ certain football teams.