Kevin was a certified Economic Coordinator (CFP®), a specialist designation the guy reached because of Fairleigh Dickinson College. Kevin keeps more than 25 years of expertise regarding monetary services globe. As a beneficial fiduciary, Kevin deals with accountants, home planning attorney, and you may insurance expert to include independent, objective suggestions when you look at the building and you can keeping comprehensive monetary plans to have his readers, that can help inside the gaining their finest financial future during the a great taxation successful manner.
The Certified Economic Coordinator™ degree is the amount of brilliance within the monetary believe. CFP® experts satisfy rigorous education, degree, and you can moral standards, and generally are dedicated to offering its clients’ desires right now to ready yourself all of them to possess a less hazardous tomorrow.
Prior to signing up for Essex Financial Functions, Kevin kept new headings of Movie director out of Financial Believed and you will Managing Director/Private Money Mentor on regional Entered Investment Advisory enterprises. Kevin was also a vp, Regional Considered Associate for Fidelity Financial investments in the New york, New york and some Nj part locations.
Kevin, his partner Lori and their two daughters are now living in Madison, CT. He’s a person in Madison Nation Bar; he and has skiing and you will vacationing with family and friends, together with enjoying his kids see lacrosse, basketball, and dance.
Robert J. Marcinek, CFP®
Bob are an authorized Monetary Planner™ certificant and you can holds multiple ties registrations and insurance rates permits. Bob’s areas include Lives Monetary Believe, Investment Management, Entrepreneur Believe, Wealth Transfer, and you can House Considered. Their readers are various entrepreneurs, managers, and you will business owners, both productive and you may retired, in addition to their group.
Nathaniel Morris, JD, CFP®
For over a good ilies to save, package, invest and you can retire. He has become a commander within the leveraging economic technical to teach, encourage and help website subscribers go their requires. A person in the newest Financial Believe Panel and you can an official Financial PLANNER™, Nate’s interest is on starting and you will carrying out an economic policy for some body, family members, and you will communities to assist them to read its financial potential.
Nate gained their student education at Saint Joseph’s School for the Philadelphia with his law studies out of Forehead University Beasley University off Law, where he had been an excellent Beasley Pupil. Nate along with his wife Allison are now living in Glastonbury.
Nicholas L. Naumann
Nick are an economic Coach having Essex Financials’ Southport, Connecticut place of work. In advance of signing up for Essex Financial for the 2018, Nick install a thorough style of experience throughout their 7 12 months field with Fidelity Investments’ Individual Visitors Classification when you look at the Fairfield, Connecticut. Their focus is found on money age bracket, protecting money, and doing productive profiles having a variety of economic specifications. Nick thinks an intensive financial plan and you may resource means wade hands in hand. He aims to create the latest foundations for monetary freedom with each personal, members of the family, otherwise facilities selecting a genuine fiduciary.
Nick was a devoted player and already lives in Norwalk, Connecticut. He keeps good Bachelor’s degree out-of Seton Hallway University’s Stillman College out-of Company and the Series 65 subscription. Additionally, Nick keeps the condition of Connecticut Coverage and you can Adjustable Agreements Licenses.
Kevin Nolan, CFP®
Kevin try a financial Mentor with Essex Financials’ Southport, Connecticut office. With nearly 3 decades of expertise during the Monetary Characteristics he’s establish a thorough and well-game background. Kevin keeps a b.A great. inside the Business economics on the College or university of new Hampshire and you may an MBA from Fordham College or university where he was known for a good completion within the the world of Economics. Kevin is even an official Financial Planner™ and also reached this new Chartered Old-age Planning Counselor designation about College or university away from women vietnamese Economic Think.
The guy lives in Fairfield, CT together with partner, Fran and you may 5 children. He possess hanging out with his family, golfing, skiing and you can wants sessions their kids’ various recreations communities.
