Kevin is actually a certified Monetary Planner (CFP®), an expert designation he hit courtesy Fairleigh Dickinson School. Kevin features more twenty five years of expertise on the financial features globe. As the a fiduciary, Kevin works closely with accounting firms, estate planning attorneys, and insurance specialist to provide separate, objective advice within the strengthening and you may maintaining full monetary plans for his readers, which will help when you look at the achieving their best economic coming from inside the a great taxation efficient trends.
The brand new Formal Economic Planner™ degree ‘s the degree of perfection inside the monetary thought. CFP® advantages meet rigid education, training, and you will moral criteria, and generally are purchased helping the clients’ needs today to prepare yourself all of them for a less dangerous tomorrow.
Ahead of joining Essex Economic Features, Kevin kept the fresh new headings off Movie director off Economic Thought and Dealing with Director/Private Money Coach during the local Inserted Money Consultative organizations. Kevin has also been a vice president, Local Planning Agent getting Fidelity Investment in New york, Nyc and several New jersey part metropolises.
Kevin, his partner Lori in addition to their several daughters are now living in Madison, CT. He or she is a person in Madison Country Pub; he and additionally possess snowboarding and you can traveling with relatives and buddies, together with seeing their kids take pleasure in lacrosse, baseball, and you can moving.
Robert J. Marcinek, CFP®
Bob are an official Financial Planner™ certificant and you can holds several securities registrations and you can insurance policies licenses. Bob’s areas of expertise are Lives Monetary Thought, Financial support Management, Business owner Believed, Wide range Transfer, and you will House Planning. Their customers were many different advertisers, professionals, and you can business owners, both active and resigned, in addition to their household.
Nathaniel Morris, JD, CFP®
For more than good ilies to save, bundle, invest and retire. He’s become a commander into the leverage monetary tech to teach, encourage and help clients achieve their desires. A member of new Economic Think Committee and you can an authorized Economic PLANNER™, Nate’s desire is found on setting-up and you may executing a financial policy for individuals, group, and you will organizations to assist them realize their monetary possible.
Nate gained his student knowledge during the Saint Joseph’s School for the Philadelphia with his law studies from Temple College Beasley College or university away from Laws, in which he had been a great Beasley Beginner. Nate along with his spouse Allison inhabit Glastonbury.
Nicholas L. Naumann
Nick was an economic Coach which have Essex Financials’ Southport tek Ећili kadД±nlarД±, Connecticut workplace. In advance of signing up for Essex Financial into the 2018, Nick put up an extensive sort of experience throughout their eight seasons profession which have Fidelity Investments’ Individual Consumer Category within the Fairfield, Connecticut. Their focus is on earnings generation, protecting wealth, and creating active profiles to own numerous financial requirements. Nick thinks an intensive financial plan and you will resource approach go hand in hand. He aims to construct the fundamentals to own monetary versatility with each private, nearest and dearest, or organization shopping for a genuine fiduciary.
Nick try an avid golfer and you can already lives in Norwalk, Connecticut. The guy keeps good Bachelor’s degree off Seton Hallway University’s Stillman School of Business as well as the Collection 65 registration. In addition, Nick keeps the state of Connecticut Life insurance policies and Variable Agreements Certificates.
Kevin Nolan, CFP®
Kevin are an economic Mentor which have Essex Financials’ Southport, Connecticut workplace. Which have almost 3 decades of expertise in Financial Qualities he has got arranged an intensive and you can really-round records. Kevin have a b.A great. within the Business economics regarding the College or university of brand new Hampshire and you can an enthusiastic MBA off Fordham College in which he had been noted for a fantastic completion during the the field of Business economics. Kevin is even an official Monetary Coordinator™ and has now reached new Chartered Advancing years Planning Therapist designation in the College out-of Financial Thought.
The guy resides in Fairfield, CT together with his wife, Fran and 5 people. He enjoys spending time with his loved ones, playing golf, skiing and you will loves instruction their youngsters’ various sporting events teams.
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