Kevin is actually an authorized Financial Coordinator (CFP®), a specialist designation the guy attained because of Fairleigh Dickinson University. Kevin has actually over twenty five years of experience about economic services industry. Once the an excellent fiduciary, Kevin works together accounting firms, estate thought attorney, and insurance rates professional to provide independent, objective guidance inside the strengthening and you may maintaining comprehensive financial arrangements for their readers, which will help during the achieving their finest monetary coming during the good taxation effective fashion.
This new Specialized Monetary Planner™ qualification ‘s the level of brilliance into the financial thought. CFP® advantages fulfill tight studies, knowledge, and you can ethical criteria, as they are dedicated to offering the clients’ best interests right now to ready yourself all of them getting a less dangerous the next day.
Before signing up for Essex Monetary Functions, Kevin stored brand new titles off Movie director out of Financial Considered and Dealing with Director/Private Wide range Mentor during the regional Joined Money Consultative agencies. Kevin has also been a vp, Local Thought Associate to own Fidelity Opportunities during the Manhattan, Nyc and several Nj-new jersey department places.
Kevin, his spouse Lori as well as their one or two daughters inhabit Madison, CT. They are a person in Madison Nation Bar; the guy also have snowboarding and you can traveling with friends, and additionally watching his kids see lacrosse, basketball, and you may moving.
Robert J. Marcinek, CFP®
Bob is an official Economic DoДџu Avrupa kadД±n Coordinator™ certificant and retains some bonds registrations and you can insurance coverage licenses. Bob’s specialization are Lifestyle Financial Thought, Capital Administration, Entrepreneur Believed, Wealth Import, and you can Estate Believed. His subscribers become many business owners, managers, and you may business owners, each other productive and you will resigned, and their families.
Nathaniel Morris, JD, CFP®
For more than an effective ilies to save, package, invest and you can retire. They have feel a leader within the leveraging financial technical to teach, enable that assist clients go their wants. A person in the latest Financial Think Committee and you may a certified Monetary PLANNER™, Nate’s notice is found on creating and you may executing a monetary arrange for people, family members, and you can teams to enable them to comprehend its monetary possible.
Nate earned his student education at the Saint Joseph’s School in the Philadelphia and his awesome law studies regarding Forehead School Beasley College regarding Rules, in which he had been a beneficial Beasley Pupil. Nate and his awesome wife Allison live-in Glastonbury.
Nicholas L. Naumann
Nick was a financial Advisor that have Essex Financials’ Southport, Connecticut place of work. Before joining Essex Monetary during the 2018, Nick developed a comprehensive version of experience while in the his eight year job that have Fidelity Investments’ Individual Consumer Category within the Fairfield, Connecticut. Their focus is on income age bracket, securing riches, and you may performing energetic profiles for numerous financial requires. Nick thinks a thorough monetary package and you will money approach wade give in hand. He strives to create the newest foundations to possess economic versatility with each personal, family unit members, or institution looking for a true fiduciary.
Nick is an avid golfer and you will currently lives in Norwalk, Connecticut. The guy keeps good Bachelor’s knowledge out of Seton Hall University’s Stillman College or university regarding Team therefore the Series 65 membership. Additionally, Nick holds the condition of Connecticut Insurance and you will Adjustable Deals Licenses.
Kevin Nolan, CFP®
Kevin is actually a monetary Coach having Essex Financials’ Southport, Connecticut workplace. Having almost 30 years of experience during the Monetary Properties he’s arranged an extensive and you will well-game history. Kevin possess a-b.A great. for the Economics regarding the University of the latest Hampshire and you can an enthusiastic MBA off Fordham University where he was known for a great end in the realm of Economics. Kevin is even an official Economic Coordinator™ and it has attained the newest Chartered Senior years Believe Therapist designation in the College or university of Monetary Believed.
He lives in Fairfield, CT with his partner, Fran and you may 5 college students. The guy possess spending time with their family unit members, the game of golf, skiing and enjoys sessions their youngsters’ various football communities.