Kevin is actually an official Financial Planner (CFP®), an expert designation the guy achieved as a result of Fairleigh Dickinson College or university. Kevin keeps more twenty five years of expertise on the monetary attributes community. As the good fiduciary, Kevin works together accountants, home think attorney, and you may insurance policies pro to provide independent, unbiased pointers inside the building and you will maintaining complete financial preparations to own his subscribers, which will help from inside the achieving their best financial coming from inside the a income tax effective fashion.
The fresh Formal Economic Planner™ qualification is the degree of brilliance for the economic think. CFP® gurus meet rigorous knowledge, knowledge, and you can ethical requirements, consequently they are committed to helping their clients’ best interests today to get ready them to own a more secure the next day.
Before signing up for Essex Monetary Attributes, Kevin held the latest titles of Director away from Financial Believe and you may Handling Director/Private Wealth Coach at local Entered Resource Consultative firms. Kevin has also been a vice-president, Local Thought Consultant to possess Fidelity Investment into the New york, Nyc and several New jersey branch towns and cities.
Kevin, his partner Lori as well as their one or two daughters reside in Madison, CT. He or she is a member of Madison Nation Club; the guy and additionally features skiing and you can traveling with friends and family, including seeing their students appreciate lacrosse, baseball, and dance.
Robert J. Marcinek, CFP®
Bob try an authorized Economic Coordinator™ certificant and you will keeps numerous ties registrations and insurance certificates. Bob’s specialties is Lifetime Financial Believe, Financing Administration, Entrepreneur Believed, Wealth Transfer, and you can Property Considered. Their members tend to be many advertisers, professionals, and you will business owners, one another energetic and you will retired, in addition to their household.
Nathaniel Morris, JD, CFP®
For more than a good ilies to store, bundle, purchase and you will retire. He has become a chief during the leverage financial technology to coach, encourage and help clients go its requirements. A member of new Economic Believed Committee and you may a certified Economic PLANNER™, Nate’s attention is on setting-up and carrying out a financial arrange for someone, family, and you may organizations to help them realize their monetary prospective.
Nate acquired their undergraduate degree within Saint Joseph’s College into the Philadelphia and his awesome laws training regarding Temple University Beasley University away from Legislation, in which he had been an excellent Beasley Pupil. Nate with his wife Allison inhabit Glastonbury.
Nicholas L. Naumann
Nick was a financial Advisor which have Essex Financials’ Southport, Connecticut workplace. Ahead of joining Essex Monetary when you look at the 2018, Nick arranged an intensive particular enjoy during their eight year occupation which have Fidelity Investments’ Private Consumer Category into the Fairfield, Connecticut. His interest is on money age group, securing wealth, and you may performing productive portfolios having many monetary specifications. Nick believes an extensive economic bundle and funding method wade give at your fingertips. The guy aims to build brand new foundations to have monetary liberty with each individual, family, otherwise place finding a true fiduciary.
Nick was a devoted golfer and you can already lives in Norwalk, Connecticut. The guy keeps an excellent Bachelor’s degree off Seton Hallway University’s Stillman College away from Team and the Show 65 membership. While doing ArnavutГ§a kadД±n so, Nick retains the condition of Connecticut Life insurance policies and you may Changeable Agreements Permits.
Kevin Nolan, CFP®
Kevin is a monetary Mentor with Essex Financials’ Southport, Connecticut work environment. That have almost 30 years of expertise in Financial Functions he’s got set-up a thorough and you can really-circular background. Kevin keeps a-b.A great. into the Economics regarding the College or university of new Hampshire and you will an enthusiastic MBA out-of Fordham University in which he was noted for outstanding achievement inside the the realm of Business economics. Kevin is also a certified Financial Planner™ and has attained the latest Chartered Old-age Believe Specialist designation throughout the College from Monetary Think.
He stays in Fairfield, CT with his spouse, Fran and you can 5 people. The guy have spending time with his nearest and dearest, playing golf, snowboarding and wants instruction their kids’ certain sporting events groups.