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Kevin is actually a certified Financial Planner (CFP®), a professional designation the guy achieved as a consequence of Fairleigh Dickinson University. Kevin have more twenty five years of experience on financial characteristics globe. Because the a good fiduciary, Kevin works with accounting firms, estate planning attorney, and you will insurance rates specialist to add separate, objective guidance for the strengthening and you will maintaining full economic arrangements for his members, that will assist in finding their utmost economic coming from inside the a good tax productive trend.
The brand new Certified Financial Coordinator™ degree is the standard of excellence inside the financial believe. CFP® positives meet rigorous studies, education, and moral criteria, and so are purchased providing the clients’ needs right now to prepare all of them getting a less dangerous the next day.
Prior to signing up for Essex Financial Attributes, Kevin stored the newest headings regarding Manager of Financial Think and Managing Director/Individual Wealth Advisor from the local Inserted Financial support Consultative enterprises. Kevin has also been a vp, Regional Think Agent to possess Fidelity Assets inside the New york, New york and many New jersey department urban centers.
Kevin, their wife Lori in addition to their several daughters live in Madison, CT. They are a person in Madison Country Bar; he and additionally provides snowboarding and traveling with family and friends, in addition to enjoying their students appreciate lacrosse, baseball, and you can dance.
Robert J. Marcinek, CFP®
Bob try a certified Financial Planner™ certificant and you will retains various bonds registrations and you can insurance policies licenses. Bob’s specialization are Lifestyle Monetary Think, Investment Government, Business owner Thought, Wide range Import, and Property Think. Their website subscribers were a number of advertisers, executives, and you may advertisers, each other energetic and you may resigned, and their group.
Nathaniel Morris, JD, CFP®
For more than a ilies to save, package, purchase and you may retire. He has got end up being a commander in the leverage financial technical to teach, empower that assist subscribers get to the desires. A person in this new Financial Planning Committee and you will a certified Monetary PLANNER™, Nate’s notice is on setting up and you can performing a financial policy for anybody, family, and you can groups to enable them to discover their financial potential.
Nate received their undergraduate education at Saint Joseph’s School inside the Philadelphia and his laws degree out of Temple College or university Beasley College out-of Legislation, where he was a great Beasley Pupil. Nate along with his wife Allison live-in Glastonbury.
Nicholas L. Naumann
Nick is actually an economic Mentor which have Essex Financials’ Southport, Connecticut work environment. Just before joining Essex Economic inside the 2018, Nick setup an extensive type of experiences while in the his seven 12 months profession having Fidelity Investments’ Personal Consumer Category when you look at the Fairfield, Connecticut. His notice is on money age group, securing wealth, and you can carrying out productive profiles to own a variety of financial requirements. Nick thinks an intensive monetary package and capital method wade hands available. The guy strives to create the brand new fundamentals to own economic freedom with every personal, friends, otherwise place in search of a true fiduciary.
Nick is a devoted player and you will currently lives in Norwalk, Connecticut. The guy keeps a great Bachelor’s studies away from Seton Hall University’s Stillman College or university from Business in addition to Show 65 registration. At exactly the same time, Nick keeps the condition of Connecticut Term life insurance and Changeable Contracts Licenses.
Kevin Nolan, CFP®
Kevin is actually a financial Advisor with Essex Financials’ Southport, Connecticut office. Having nearly 30 years of expertise inside the Monetary Qualities he’s got build an extensive and you can better-round record. Kevin has a b.A good. inside the Economics throughout the University of brand new Hampshire and you may an enthusiastic MBA regarding Fordham College or university where he was recognized for a good achievement when you look at the the realm of Economics. Kevin is also an authorized Economic Planner™ and it has attained the Chartered Later years Believed Counselor designation from the School off Monetary Believed.
He https://getbride.org/tr/blog/isvec-tanisma-sitesi/ lives in Fairfield, CT together with partner, Fran and 5 people. He keeps spending time with their household members, golfing, snowboarding and you may likes courses his kids’ individuals football communities.
