Anthony J. Fortuna, CRPC®
Anthony functions as a good investment Advisor and you will provides over 2 decades of expertise on the financial service community to Essex Financial. The guy works with clients to develop economic preparations considering the lives requires. This plan focuses primarily on enabling their subscribers become more sure on dealing with their monetary objectives. Anthony’s aspects of appeal are estate planning, advancing years money measures, riches maintenance, providers sequence planning, and you may taxation management strategies.
W. Timothy Furgueson
Tim began his community regarding the financing community while you are planning Roanoke College or university, helping Grain Very first Ties. Through to graduating, the guy joined Smith Barney’s Brand new Refuge workplace, and has just, brand new Essex place of work, in which he has worked once the an older Collection Director and you may Financial Planning Professional to have 16 decades. Subsequently, Tim inserted Essex Financial in which he’s were able to attain his purpose of looking for a better way to satisfy clients’ need using a support depending, client-centric, and you may independent monetary characteristics company.
Kristin Elizabeth. Green, AIF®, CRPC®
Kristin try a monetary Advisor with over twenty years of expertise on financing community. Kristin inserted Essex Monetary for the parece Sullivan together with Old-age Package Attributes class in assisting organization subscribers with management of the company sponsored later years arrangements whilst giving individual financial going to all personnel exactly who participate. Kristin offers full monetary probably private readers and you will acting as a good fiduciary, assists retirement plan subscribers as a consequence of the changeover on old age. Kristin and additionally targets planning for women and millennial investors.
Kristin acquired the latest Qualified Funding Fiduciary® (AIF®) Designation throughout the Center for Fiduciary Training together with Chartered Retirement Considered Therapist SM (CRPC®) regarding School away from Financial Thought. She currently retains their unique 65 securities permit therefore the County regarding Connecticut Life insurance coverage and you can Changeable Agreements Certificates.
David F. LaMay, CFP® CPWA®
Dave already been his field just like the a financial kissbrides.com click the link now Coach inside the 1991. Acting as an excellent Fiduciary, the guy will bring portfolio government, economic believe and consulting to individual, nearest and dearest, corporate and never-for-money subscribers.
Dave obtained his Bachelor out-of Research training during the Financial Government regarding Franklin Penetrate College or university along with his MBA from the University away from Connecticut. He’s finished extra knowledge programs at School off Chi town, Unit College out of Providers, Columbia University in addition to Yale School out-of Administration and that’s an effective person in the brand new Assets & Wide range Institute™
Dave was a certified Economic Planner™ and you will Official Personal Money Mentor® professional. He holds the newest Show 65 ties permit, and Condition regarding Connecticut Life insurance and you can Changeable Agreements certificates.
Mixed up in neighborhood, Dave try an effective Middlesex Wellness, Corporator which is an energetic member of the old Saybrook Flames Department and you will Dated Saybrook Ambulance Association. Dave served getting sixteen decades due to the fact a person in the existing Saybrook Panel away from Loans, plus ten as its president. A graduate away from Xavier Senior school during the Middletown, Dave supported six decades into Xavier Senior school Alumni Organization Panel away from Administrators. He’s an Adjunct Professor away from Fund from the Central Connecticut Condition University.
Michael R. LaRiviere, CFP®, AIF®
They have near to twenty years of financial characteristics experience. Michael’s first focus is found on understanding the unique inquiries and you can expectations away from large online really worth traders as they bundle its financial futures. Michael specializes in comprehensive old-age earnings believed, capital believe, private money, taxation and money management.
Michael was an authorized Financial Planner™, a professional designation he hit through Boston University’s Top-notch Studies System. Michael and keeps the Show eight, 63 and you may 65 bonds licenses therefore the State away from Connecticut Life insurance coverage and you will Adjustable Deals Certificates. In advance of joining EFS, Michael spent thirteen many years with Fidelity Financial investments in a variety of spots along with regarding Vice president, Senior Account Government within their Personal Readers Class.