Kevin is actually an official Financial Planner (CFP®), a professional designation he hit by way of Fairleigh Dickinson College or university. Kevin keeps more than twenty five years of experience on financial characteristics business. Since a beneficial fiduciary, Kevin works together accountants, home considered attorneys, and insurance coverage pro to include independent, unbiased information for the strengthening and maintaining total monetary arrangements to have his members, that will help during the finding their finest financial upcoming inside the an effective income tax effective manner.
The fresh Authoritative Monetary Planner™ qualification ‘s the amount of brilliance inside the economic believe. CFP® advantages meet strict studies, knowledge, and ethical standards, consequently they are committed to helping its clients’ best interests today to prepare them having a less dangerous tomorrow.
Just before joining Essex Financial Services, Kevin kept the latest headings of Director out-of Monetary Thought and you can Dealing with Director/Personal Wide range Advisor during the regional Inserted Investment Advisory companies. Kevin has also been a vice-president, Local Believed Consultant getting Fidelity Expenditures for the New york, Ny and several Nj-new jersey department metropolitan areas.
Kevin, their wife Lori and their a few daughters inhabit Madison, CT. He could be a person in Madison Nation Bar; he and has snowboarding and traveling with family and friends, and additionally seeing his high school students appreciate lacrosse, soccer, and you can dancing.
Robert J. Marcinek, CFP®
Bob are an official Economic Planner™ certificant and you can retains a variety of securities registrations and you may insurance policies certificates. Bob’s areas are Life Financial Believe, Money Government, Business owner Think, Wealth Import, and you will Home Planning. His readers is different business owners, managers, and you will advertisers, each other productive and you may resigned, and their parents.
Nathaniel Morris, JD, CFP®
For more than a good ilies to store, bundle, purchase and you can retire. He’s end up being a commander during the leveraging monetary technical to coach, enable and help members achieve their specifications. A person in new Economic Thought Committee and a certified Monetary PLANNER™, Nate’s interest is on establishing and performing a monetary policy for individuals, group, and organizations to enable them to understand its financial potential.
Nate gained their student knowledge in the Saint Joseph’s University inside Philadelphia and his legislation knowledge away from Forehead School Beasley College away from Law, in which he was a great Beasley Pupil. Nate along with his partner Allison are now living in Glastonbury.
Nicholas L. Naumann
Nick try a monetary Advisor with bu siteye basД±n Essex Financials’ Southport, Connecticut office. In advance of signing up for Essex Economic during the 2018, Nick created a comprehensive particular experiences through the their eight 12 months profession which have Fidelity Investments’ Individual Buyer Classification when you look at the Fairfield, Connecticut. His focus is on earnings age bracket, securing wide range, and performing effective profiles getting a variety of economic requirements. Nick believes a thorough economic plan and investment approach wade give at your fingertips. The guy aims to create the brand new foundations to have monetary versatility with each private, family relations, otherwise business interested in a genuine fiduciary.
Nick try an enthusiastic golfer and currently resides in Norwalk, Connecticut. He holds a good Bachelor’s education away from Seton Hall University’s Stillman University off Organization together with Series 65 registration. Additionally, Nick retains the condition of Connecticut Life insurance policies and Varying Deals Licenses.
Kevin Nolan, CFP®
Kevin was an economic Advisor that have Essex Financials’ Southport, Connecticut work environment. With nearly 3 decades of experience into the Monetary Attributes he has set up a comprehensive and you may really-game history. Kevin features a b.An excellent. during the Business economics about College of brand new Hampshire and you can a keen MBA of Fordham University in which he had been noted for the achievement inside the industry of Economics. Kevin is additionally a certified Monetary Planner™ and also reached the fresh Chartered Retirement Think Therapist designation from the College out-of Economic Considered.
The guy resides in Fairfield, CT with his spouse, Fran and you will 5 children. The guy has getting together with their nearest and dearest, the game of golf, snowboarding and you may loves sessions his kids’ certain activities teams.