Kevin was an authorized Monetary Planner (CFP®), a specialist designation the guy hit due to Fairleigh Dickinson College or university. Kevin possess over 25 years of expertise throughout the economic functions business. Given that an effective fiduciary, Kevin works together accountants, property think attorneys, and you will insurance coverage specialist to include separate, unbiased recommendations from inside the building and you will maintaining total financial arrangements getting their subscribers, that will help in the gaining their utmost monetary coming in the good income tax productive manner.
The fresh Specialized Monetary Coordinator™ qualification is the degree of excellence in financial believed. CFP® advantages meet rigorous training, education, and moral criteria, as they are purchased providing its clients’ best interests today to prepare yourself them to own a less hazardous the next day.
Ahead of joining Essex Monetary Services, Kevin stored the newest titles away from Director away from Economic Planning and you can Dealing with Director/Private Money Mentor in the local Registered Financing Advisory agencies. Kevin was also a vp, Regional Planning Agent for Fidelity Investments during the Manhattan, Nyc and lots of Nj branch places.
Kevin, their wife Lori and their two daughters reside in Madison, CT. He’s a person in Madison Country Bar; the guy in addition to provides snowboarding and you may traveling with friends and family, and additionally enjoying his students appreciate lacrosse, baseball, and you can dance.
Robert J. Marcinek, CFP®
Bob is an authorized Monetary Coordinator™ certificant and you will keeps various ties registrations and you may insurance rates certificates. Bob’s specialization were Existence Economic Believed, Financial support Management, Entrepreneur Planning, Riches Import, and you may House Believed. Their website subscribers include many advertisers, professionals, and business owners, one another active and you will retired, as well as their group.
Nathaniel Morris, JD, CFP®
For over a great ilies to save, bundle, purchase and you may retire. They have getting a chief within the leveraging economic technology to teach, enable that assist readers get to its requires. A member of the Economic Thought Committee and you may an authorized Monetary PLANNER™, Nate’s interest is on starting and performing an economic policy for anyone, household, and teams to help them comprehend their monetary prospective.
Nate made his student training on Saint Joseph’s College for the Philadelphia along with his law training from Temple School Beasley University of Law, where he had been a Beasley Student. Nate along with his spouse Allison reside in Glastonbury.
Nicholas L. Naumann
Nick is actually a monetary Coach that have Essex Financials’ Southport, Connecticut work environment. In advance of joining Essex Monetary within the 2018, Nick establish an extensive version of event throughout the their eight year field which have Fidelity Investments’ Private Visitors Class inside the Fairfield, Connecticut. Their desire is on earnings generation, securing wide range, and you may creating active profiles to have many monetary needs. Nick believes a thorough monetary package and you can money means wade hands available. He aims to construct the fresh fundamentals for economic versatility with each individual, family unit members, otherwise institution seeking a true fiduciary.
Nick is actually a devoted golfer and you may already lives in Norwalk, Connecticut. He holds a beneficial Bachelor’s education away from Seton Hallway University’s Stillman School away from Providers together with Series 65 membership. On the other hand, Nick holds the condition of Connecticut Life insurance coverage and you can Changeable Deals Licenses.
Kevin Nolan, CFP®
Kevin is actually a financial Coach which have Essex Financials’ Southport, Connecticut workplace. With nearly 30 years of expertise when you look at the Monetary Services he’s got build a thorough and better-circular history. Kevin provides a-b.A. in Business economics regarding the University of brand new Hampshire and you can a keen MBA out of Fordham College or university in which he had been known for outstanding conclusion when you look at the the realm of Economics. Kevin vietnamcupid is also an official Economic Coordinator™ features reached the Chartered Senior years Think Therapist designation in the University out-of Financial Planning.
He stays in Fairfield, CT together with his partner, Fran and 5 students. He has hanging out with their friends, playing golf, snowboarding and you will enjoys instructions their children’s some activities organizations.