Kevin is actually an official Financial Planner (CFP®), an expert designation he attained thanks to Fairleigh Dickinson University. Kevin possess over twenty five years of expertise about financial qualities globe. Because the good fiduciary, Kevin deals with accountants, home believe attorney, and you will insurance pro to incorporate separate, unbiased advice in building and you can keeping complete financial arrangements to own their customers, that will help into the reaching their finest economic upcoming during the an excellent tax effective styles.
New Authoritative Financial Planner™ qualification is the degree of perfection from inside the economic thought. CFP® pros fulfill rigid training, studies, and moral standards, and are dedicated to serving their clients’ best interests today to ready yourself all of them having a more secure the next day.
Before signing up for Essex Financial Services, Kevin held the brand new headings off Director of Economic Considered and you may Managing Director/Personal Money Mentor within regional Joined Capital Advisory agencies. Kevin has also been a vice president, Local Believe Associate to have Fidelity Opportunities into the Manhattan, New york and several New jersey branch metropolises.
Kevin, his wife Lori and their one or two daughters live in Madison, CT. They are a member of Madison Nation Bar; he in addition to has snowboarding and you will traveling with family and friends, plus watching their high school students take pleasure in lacrosse, football, and you will dancing.
Robert J. Marcinek, CFP®
Bob is a certified Monetary Coordinator™ certificant and you will holds numerous securities registrations and you may insurance rates licenses. Bob’s specialties are Existence Economic Considered, Money Administration, Entrepreneur Believed, Riches Transfer, and you may Home Considered. Their clients include multiple entrepreneurs, professionals, and you can business owners, both productive and you may retired, in addition to their family.
Nathaniel Morris, JD, CFP®
For over good ilies to keep, bundle, purchase and retire. He https://kissbrides.com/ukrainian-women/cherkasy/ has become a leader into the leverage monetary technical to educate, encourage which help members go the requirements. A person in the fresh new Monetary Planning Panel and you will an authorized Monetary PLANNER™, Nate’s interest is found on creating and you will performing a financial plan for individuals, parents, and you will communities to enable them to read its economic potential.
Nate generated his student studies from the Saint Joseph’s College during the Philadelphia with his law education from Temple University Beasley College regarding Legislation, in which he was an excellent Beasley Pupil. Nate along with his spouse Allison reside in Glastonbury.
Nicholas L. Naumann
Nick is actually a financial Coach having Essex Financials’ Southport, Connecticut work environment. In advance of signing up for Essex Monetary into the 2018, Nick put up an intensive version of feel through the his seven seasons occupation that have Fidelity Investments’ Personal Customer Group during the Fairfield, Connecticut. Their notice is found on money age bracket, securing wide range, and you can performing productive profiles having numerous financial needs. Nick believes an extensive financial package and you will money approach wade hands available. He strives to construct the new fundamentals getting economic independence with every individual, family, or institution selecting a genuine fiduciary.
Nick was an enthusiastic golfer and you can currently stays in Norwalk, Connecticut. He holds an effective Bachelor’s degree from Seton Hallway University’s Stillman University of Providers additionally the Collection 65 subscription. Likewise, Nick keeps the condition of Connecticut Insurance and you can Changeable Deals Licenses.
Kevin Nolan, CFP®
Kevin is actually a financial Mentor that have Essex Financials’ Southport, Connecticut office. With almost 30 years of expertise in Monetary Features he has got establish an extensive and you can better-circular record. Kevin possess a-b.A beneficial. in Business economics regarding University of the latest Hampshire and you may a keen MBA away from Fordham University in which he was known for a fantastic completion for the the industry of Economics. Kevin is additionally a certified Monetary Coordinator™ and it has attained the fresh new Chartered Senior years Think Therapist designation throughout the College regarding Monetary Thought.
The guy resides in Fairfield, CT along with his wife, Fran and you may 5 people. He keeps getting together with his nearest and dearest, golfing, snowboarding and you may wants instruction his children’s individuals sporting events groups.