Kevin is actually an authorized Financial Coordinator (CFP®), a professional designation he attained using Fairleigh Dickinson University. Kevin has over 25 years of experience throughout the financial characteristics world. Once the a great fiduciary, Kevin deals with accountants, property think attorney, and you may insurance coverage expert to incorporate separate, objective guidance for the building and keeping total economic arrangements to have their subscribers, that will assist from inside the gaining their best monetary future from inside the a income tax successful manner.
The fresh new Formal Economic Coordinator™ certification ‘s the standard of brilliance during the financial think. CFP® masters see rigid knowledge, knowledge, and you may ethical criteria, and are purchased helping the clients’ desires right now to prepare yourself them having a less dangerous the next day.
Prior to joining Essex Economic Features, Kevin kept the fresh new headings away from Movie director away from Financial Considered and you will Dealing with Director/Individual Wide range Advisor from the regional Registered Financing Consultative agencies. Kevin was also a vp, Local Planning Agent for Fidelity Opportunities from inside the Manhattan, Nyc and lots of New jersey part urban centers.
Kevin, their partner Lori as well as their two daughters inhabit Madison, CT. He is a person in Madison Nation Club; he as well as features snowboarding and you will vacationing with family and friends, and seeing his students enjoy lacrosse, basketball, and you can moving.
Robert J. Marcinek, CFP®
Bob are an authorized Economic Coordinator™ certificant and retains numerous securities registrations and insurance coverage licenses. Bob’s areas were Lifestyle Financial Think, Financial support Management, Entrepreneur Believe, Money Import, and you may Home Thought. Their clients tend to be numerous business owners, executives, and you can business owners, each other energetic and you can resigned, and their parents.
Nathaniel Morris, JD, CFP®
For more than an excellent ilies to store, bundle, invest and you will retire. He has feel a chief for the leverage economic technical to teach, empower that assist customers get to their desires. A member of brand new Economic Believed Committee and you can an official Financial PLANNER™, Nate’s focus is on setting-up and you can carrying out an economic plan for anybody, household, and groups to assist them to discover the financial possible.
Nate generated their undergraduate knowledge from the Saint Joseph’s School in the Philadelphia and his awesome laws knowledge regarding Temple University Beasley College out of Law, where he had been a Beasley Student. Nate with his partner Allison reside in Glastonbury.
Nicholas L. Naumann
Nick was an economic Mentor that have Essex Financials’ Southport, Connecticut place of work. Just before joining Essex Monetary inside 2018, Nick developed an extensive sort of enjoy through the his eight seasons community which have Fidelity Investments’ Personal Client Group inside the Fairfield, Connecticut. Their interest is found on income age bracket, securing riches, and you can doing energetic portfolios having a wide range of monetary desires. Nick thinks a thorough monetary plan and you will financing approach go hands at your fingertips. The guy strives to create brand new foundations to possess financial freedom with each private, family, otherwise institution looking a genuine fiduciary.
Nick was a devoted player and you can already resides in Norwalk, Connecticut. He keeps an excellent Bachelor’s degree away from Seton Hallway University’s Stillman College or university away from Company while the Series 65 subscription. While doing so, Nick holds the condition of Connecticut Coverage and you can Adjustable Deals Licenses.
Kevin Nolan, CFP®
Kevin are a monetary Advisor which have Essex Financials’ Southport, Connecticut place of work. Having almost 30 years of expertise in Financial Qualities he’s got establish an intensive and you can well-round records. Kevin has a-b.Good. within the Economics about School of brand new Hampshire and you can a keen MBA from Fordham College or university in which he was recognized for outstanding achievement in the the world of Economics. Kevin is also an official Financial Coordinator™ and contains achieved the fresh new Chartered Advancing years Believed Specialist designation regarding the College or university out of Financial Think.
He lives in Fairfield, CT along with his partner, Fran and you will kaunis venГ¤jГ¤ tyttГ¶ kuuma 5 youngsters. The guy possess hanging out with his relatives, the game of golf, snowboarding and you may loves sessions his kids’ some sports organizations.
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