Kevin are a certified Financial Planner (CFP®), a specialist designation he reached due to Fairleigh Dickinson College. Kevin features more twenty five years of expertise regarding the monetary characteristics world. Because an effective fiduciary, Kevin works with accounting firms, house think attorneys, and you may insurance coverage specialist to add separate, objective advice in SД±rp kadД±n the strengthening and you can maintaining total monetary preparations to possess his website subscribers, that will assist for the achieving their very best monetary future inside the an excellent tax efficient trend.
Brand new Certified Financial Planner™ degree ‘s the degree of perfection within the financial planning. CFP® benefits satisfy rigid degree, degree, and moral standards, and they are invested in offering its clients’ needs today to get ready them getting a more secure the next day.
Ahead of joining Essex Financial Characteristics, Kevin kept the newest headings of Manager of Financial Thought and you can Dealing with Director/Private Riches Advisor in the regional Registered Investment Consultative firms. Kevin was also a vp, Regional Planning Associate to have Fidelity Investment inside the New york, Ny and lots of New jersey branch metropolises.
Kevin, their partner Lori in addition to their one or two daughters reside in Madison, CT. They are a member of Madison Country Bar; he along with possess snowboarding and you will vacationing with friends, as well as watching their kids delight in lacrosse, football, and dance.
Robert J. Marcinek, CFP®
Bob is actually a certified Monetary Planner™ certificant and you may retains various ties registrations and you may insurance coverage licenses. Bob’s areas is Life Monetary Thought, Financing Management, Business owner Believe, Riches Import, and you will Estate Planning. Their customers tend to be various entrepreneurs, executives, and advertisers, both energetic and you can retired, as well as their family members.
Nathaniel Morris, JD, CFP®
For over a beneficial ilies to save, package, invest and you can retire. He has end up being a frontrunner inside leverage monetary technical to teach, encourage and help subscribers reach the specifications. A person in the newest Financial Thought Committee and you can a certified Financial PLANNER™, Nate’s appeal is found on setting-up and performing a monetary policy for some body, group, and groups to enable them to read their economic prospective.
Nate won their undergraduate education within Saint Joseph’s School inside the Philadelphia and his legislation training of Forehead School Beasley School out-of Law, in which he was good Beasley Student. Nate and his awesome wife Allison reside in Glastonbury.
Nicholas L. Naumann
Nick try a monetary Advisor which have Essex Financials’ Southport, Connecticut workplace. In advance of signing up for Essex Financial during the 2018, Nick build a thorough sort of experiences through the his seven seasons career having Fidelity Investments’ Individual Visitors Class into the Fairfield, Connecticut. His interest is on income age bracket, protecting wide range, and you will carrying out effective portfolios to possess many monetary requirements. Nick thinks a thorough economic plan and you can investment strategy wade hand at your fingertips. The guy aims to construct new fundamentals for economic freedom with every private, loved ones, or facilities selecting a genuine fiduciary.
Nick try a devoted player and you will currently lives in Norwalk, Connecticut. The guy retains good Bachelor’s training regarding Seton Hall University’s Stillman College away from Business additionally the Show 65 registration. While doing so, Nick retains the condition of Connecticut Life insurance coverage and you may Adjustable Agreements Permits.
Kevin Nolan, CFP®
Kevin is actually an economic Coach having Essex Financials’ Southport, Connecticut work environment. Which have almost 30 years of experience when you look at the Monetary Features they have set-up an intensive and you can really-circular records. Kevin have a b.Good. for the Economics on College or university of the latest Hampshire and you can a keen MBA away from Fordham University in which he had been known for the conclusion during the the industry of Economics. Kevin is also an official Monetary Coordinator™ and contains attained new Chartered Old age Believe Counselor designation regarding the College or university from Monetary Believed.
He resides in Fairfield, CT together with wife, Fran and you will 5 people. The guy possess getting together with his family members, golfing, skiing and you may wants training their kids’ individuals activities organizations.