Anthony J. Fortuna, CRPC®
Anthony functions as an investment Advisor and you can provides more than 20 years of experience about monetary provider business to Essex Financial. The guy deals with members to style economic agreements predicated on the life requirements. This tactic centers on enabling their website subscribers become more sure throughout the managing their economic objectives. Anthony’s regions of appeal are property believed, advancing years earnings actions, riches maintenance, business succession planning, and income tax administration actions.
W. Timothy Furgueson
Tim began his community on the money community if you’re likely to Roanoke School, employed by Grain First Securities. Upon graduating, the guy inserted Smith Barney’s The new Haven place of work, and a lot more has just, the latest Essex office, where the guy worked once the an elder Collection Director and you can Economic Think Expert to have 16 decades. After that, Tim entered Essex Financial where they have was able to to obtain their goal of interested in an easier way to get to know clients’ means using a help dependent, client-centric, and you may separate economic functions agency.
Kristin E. Environmentally friendly, AIF®, CRPC®
Kristin try an economic Mentor along with two decades of expertise from the fund business. Kristin inserted Essex Financial inside es Sullivan plus the Later years Bundle Properties group in assisting team members that have handling of its company backed later years agreements whilst offering private economic likely to all professionals which engage. Kristin also offers full monetary planning individual website subscribers and acting as a great valentime meetups fiduciary, support old-age bundle customers as a consequence of its change with the senior years. Kristin along with focuses primarily on planning for female and millennial buyers.
Kristin gained the latest Certified Capital Fiduciary® (AIF®) Designation on Cardio getting Fiduciary Degree additionally the Chartered Senior years Believe Specialist SM (CRPC®) regarding the University out-of Financial Think. She currently holds her 65 ties permit plus the State out-of Connecticut Life insurance and Changeable Agreements Certificates.
David F. LaMay, CFP® CPWA®
Dave come their industry because an economic Advisor in 1991. Acting as an effective Fiduciary, he provides portfolio management, financial considered and you may consulting in order to personal, family members, business and never-for-finances customers.
Dave obtained their Bachelor from Research studies in Financial Management from Franklin Pierce College or university and his MBA about College of Connecticut. He has finished extra education apps at College or university out-of Chi town, Unit College or university out-of Company, Columbia College and Yale University away from Administration and that is an excellent person in this new Expenditures & Riches Institute™
Dave is an authorized Economic Planner™ and you may Certified Individual Money Coach® elite group. He retains the fresh Collection 65 securities licenses, additionally the County regarding Connecticut Life insurance coverage and you may Varying Contracts permits.
Mixed up in society, Dave was an effective Middlesex Wellness, Corporator and that’s a working member of the outdated Saybrook Fire Agency and Dated Saybrook Ambulance Organization. Dave served having 16 ages once the a person in the outdated Saybrook Board off Finance, in addition to 10 as the chairman. A scholar of Xavier High-school during the Middletown, Dave supported half dozen many years on Xavier Highschool Alumni Connection Board away from Directors. They are an enthusiastic Adjunct Professor away from Loans from the Central Connecticut Condition College.
Michael Roentgen. LaRiviere, CFP®, AIF®
He has got close to twenty years regarding monetary functions sense. Michael’s number 1 interest is found on knowing the book concerns and you can objectives out-of large internet value investors because they plan their financial futures. Michael focuses primarily on total senior years money considered, financing believed, personal funds, fees and you can money management.
Michael was a certified Economic Coordinator™, a professional designation the guy achieved because of Boston University’s Elite group Training System. Michael including holds new Series seven, 63 and you can 65 bonds licenses and also the Condition out-of Connecticut Life insurance coverage and you can Changeable Deals Certificates. Ahead of joining EFS, Michael invested thirteen years having Fidelity Assets in several opportunities including compared to Vp, Older Membership Manager within their Personal Subscribers Group.