Anthony J. Fortuna, CRPC®
Anthony functions as a good investment Coach and brings over twenty years of expertise about monetary services business so you’re able to Essex Financial. He works with website subscribers to develop monetary plans considering its existence requirements. This tactic focuses on permitting his website subscribers be more sure regarding the handling its monetary expectations. Anthony’s regions of desire were estate believed, retirement earnings steps, riches maintenance, providers succession planning, and you can income tax administration steps.
W. Timothy Furgueson
Tim first started his field throughout the financial support community while you are probably Roanoke College, employed by Grain First Securities. Up on graduating, the guy joined Smith Barney’s New Refuge place of work, and a lot more recently, the new Essex work environment, in which he worked due to the fact sД±cak Д°ngiliz kД±z tanД±Еџma sitesi a senior Portfolio Manager and Economic Planning Pro for sixteen age. Subsequently, Tim inserted Essex Monetary where he has managed to attain their goal of in search of an easier way in order to meet clients’ demands courtesy an assistance based, client-centric, and you may independent economic services business.
Kristin Elizabeth. Green, AIF®, CRPC®
Kristin was a financial Advisor along with two decades of experience regarding the money business. Kristin inserted Essex Economic inside parece Sullivan therefore the Later years Bundle Features group in aiding business customers having handling of their company backed later years agreements whilst offering individual monetary probably all team which participate. Kristin offers complete financial planning to private readers and you may becoming a fiduciary, support later years package readers as a consequence of its transition for the retirement. Kristin also is targeted on planning for female and you will millennial investors.
Kristin received the latest Certified Funding Fiduciary® (AIF®) Designation about Center for Fiduciary Knowledge therefore the Chartered Old age Think Counselor SM (CRPC®) on School off Financial Thought. She currently holds their own 65 securities licenses and also the Condition away from Connecticut Term life insurance and Variable Contracts Licenses.
David F. LaMay, CFP® CPWA®
Dave become his field while the a financial Coach into the 1991. Becoming a good Fiduciary, he brings collection management, economic planning and you will asking to private, family relations, corporate and never-for-cash readers.
Dave obtained their Bachelor away from Technology degree during the Economic Administration of Franklin Enter School with his MBA on the College or university off Connecticut. He’s completed supplemental knowledge software on College out of Chicago, Unit University regarding Organization, Columbia College and also the Yale University out of Administration which is a great member of the Investments & Wide range Institute™
Dave are a certified Economic Planner™ and you will Specialized Personal Riches Coach® professional. The guy retains the new Show 65 bonds licenses, in addition to County out-of Connecticut Coverage and Adjustable Contracts licenses.
Involved in the area, Dave try good Middlesex Health, Corporator that is an energetic member of the old Saybrook Flame Agencies and you can Old Saybrook Ambulance Connection. Dave supported to own sixteen decades because a person in the existing Saybrook Panel regarding Fund, including ten as its chairman. A scholar away from Xavier High school from inside the Middletown, Dave offered half a dozen years on Xavier Twelfth grade Alumni Organization Board from Directors. He is a keen Adjunct Teacher out-of Finance in the Central Connecticut State College or university.
Michael Roentgen. LaRiviere, CFP®, AIF®
He’s alongside twenty years regarding economic attributes feel. Michael’s no. 1 attract is found on understanding the book inquiries and you will expectations off higher web worthy of investors because they package its financial futures. Michael specializes in total senior years earnings planning, funding believed, individual money, fees and you may money administration.
Michael try a certified Financial Planner™, an expert designation the guy achieved using Boston University’s Top-notch Training System. Michael and additionally retains the Collection seven, 63 and you can 65 ties licenses and the State of Connecticut Life insurance coverage and you will Adjustable Contracts Certificates. Just before joining EFS, Michael invested thirteen age which have Fidelity Assets in several positions plus regarding Vice-president, Older Account Government within their Personal Members Classification.