Kevin is an official Financial Coordinator (CFP®), an expert designation the guy hit owing to Fairleigh Dickinson College or university. Kevin possess over twenty five years of expertise on the monetary attributes business. Since the a fiduciary, Kevin works together with accounting firms, property believe attorneys, and insurance pro to provide independent, objective guidance from inside the building and you will maintaining comprehensive economic agreements to own his website subscribers, that will help into the finding their very best economic future in a great income tax efficient trend.
The fresh Certified Monetary Coordinator™ degree ‘s the degree of perfection in monetary believed. CFP® masters satisfy strict knowledge, knowledge, and you will ethical requirements, and therefore are purchased helping their clients’ needs right now to prepare yourself all of them for a less hazardous the next day.
Just before joining Essex Monetary Qualities, Kevin stored new headings out-of Director from Financial Believed and you will Managing Director/Private Money Mentor within regional Entered Financing Advisory organizations. Kevin has also been a vice-president, Local Thought Consultant to have Fidelity Expenditures inside the Manhattan, Nyc and some New jersey part metropolitan areas.
Kevin, their wife Lori as well as their two daughters reside in Madison, CT. He or she is a member of Madison Nation Club; he in addition to enjoys snowboarding and you may traveling with friends and family, together with viewing his kids see lacrosse, football, and you may dance.
Robert J. Marcinek, CFP®
Bob was an official Economic Coordinator™ certificant and you may retains many securities registrations and you can insurance coverage certificates. Bob’s specialties were Lives Monetary Think, Money Government, Entrepreneur Think, Money Transfer, and you can Property Believed. His members is many different advertisers, professionals, and you may entrepreneurs, each other energetic and you may retired, and their household.
Nathaniel Morris, JD, CFP®
For more than good ilies to save, bundle, dedicate and you may retire. He has become a commander into the leveraging economic tech to coach, encourage which help website subscribers go its specifications. A member of the fresh new Monetary Planning Committee and you can an authorized Financial PLANNER™, Nate’s attention is found on setting up and you will executing an economic plan for somebody, parents, and you will organizations to assist them understand the economic prospective.
Nate acquired his student studies in the Saint Joseph’s College or university inside Philadelphia along with his law training out-of Temple University Beasley College out of Rules, in which he was an excellent Beasley Student. Nate with his wife Allison inhabit Glastonbury.
Nicholas L. Naumann
Nick was an economic Advisor having Essex Financials’ Southport, Connecticut place of work. Before signing up for seksi TГјrk kД±zlar Essex Economic for the 2018, Nick arranged a thorough brand of feel during the his eight seasons community that have Fidelity Investments’ Individual Visitors Classification into the Fairfield, Connecticut. His attract is on money generation, protecting riches, and you may performing productive profiles for a wide range of economic desires. Nick believes a comprehensive economic plan and you will capital means wade give at your fingertips. He strives to construct the foundations to own financial freedom with every individual, family members, or business shopping for a real fiduciary.
Nick is a devoted player and you will already stays in Norwalk, Connecticut. He holds a Bachelor’s knowledge regarding Seton Hallway University’s Stillman College away from Company while the Collection 65 subscription. As well, Nick retains the condition of Connecticut Life insurance and you may Adjustable Contracts Certificates.
Kevin Nolan, CFP®
Kevin was a financial Coach which have Essex Financials’ Southport, Connecticut office. Having almost three decades of experience inside the Monetary Properties he has got build a comprehensive and really-circular record. Kevin have a b.A beneficial. from inside the Business economics regarding the College of new Hampshire and you will an enthusiastic MBA out of Fordham School where he was noted for outstanding end within the the industry of Economics. Kevin is additionally a certified Monetary Planner™ and also hit this new Chartered Later years Planning Therapist designation about College away from Financial Planning.
The guy lives in Fairfield, CT together with his spouse, Fran and you can 5 college students. The guy provides spending time with his family unit members, golfing, snowboarding and you will enjoys training their children’s some sporting events communities.
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