Kevin is actually a certified Monetary Planner (CFP®), a professional designation the guy achieved courtesy Fairleigh Dickinson College. Kevin keeps more than 25 years of expertise regarding financial characteristics business. Just like the a fiduciary, Kevin works together accounting firms, estate think attorney, and you can insurance rates professional to incorporate independent, unbiased advice during the building and keeping complete monetary arrangements getting his website subscribers, that will help for the achieving their very best economic coming in the good tax efficient trends.

The Authoritative Economic Planner™ degree is the level of perfection from inside the monetary believe. CFP® benefits fulfill strict training, degree, and you can ethical standards, and are usually purchased helping their clients’ desires today to get ready them to own a less dangerous the next day.

Prior to signing up for Essex Financial Features, Kevin stored the titles out of Manager out-of Financial Planning and you can Controlling Director/Personal Riches Advisor at regional Entered Financial support Consultative organizations. Kevin has also been a vice-president, Regional Believe Agent getting Fidelity Assets for the Manhattan, New york and some Nj part cities.

Kevin, their partner Lori in addition to their two daughters live in Madison, CT. He could be a person in Madison Nation Club; he and enjoys skiing and you may vacationing with relatives and buddies, also enjoying his https://kissbrides.com/web-stories/top-10-hot-bali-women/ students enjoy lacrosse, football, and you will moving.

Robert J. Marcinek, CFP®

Bob was an authorized Monetary Planner™ certificant and retains multiple securities registrations and you will insurance coverage licenses. Bob’s specialties is Lives Monetary Believed, Resource Administration, Business owner Thought, Money Import, and House Believe. Their members include multiple business owners, managers, and you will entrepreneurs, one another energetic and resigned, and their parents.

Nathaniel Morris, JD, CFP®

For more than a beneficial ilies to keep, package, purchase and you may retire. He’s feel a leader within the leveraging monetary technology to teach, empower and help readers achieve their wants. A member of the brand new Financial Considered Panel and you will a certified Monetary PLANNER™, Nate’s attention is found on setting-up and you may executing a financial arrange for somebody, household, and groups to enable them to comprehend the financial prospective.

Nate attained their student studies at the Saint Joseph’s College during the Philadelphia with his law studies out-of Temple School Beasley College away from Legislation, where he was an effective Beasley Pupil. Nate and his partner Allison inhabit Glastonbury.

Nicholas L. Naumann

Nick try a monetary Coach having Essex Financials’ Southport, Connecticut work environment. Just before joining Essex Monetary within the 2018, Nick arranged an intensive form of feel throughout the their eight seasons community which have Fidelity Investments’ Individual Buyer Class into the Fairfield, Connecticut. His attention is found on earnings generation, protecting wealth, and undertaking productive portfolios to own a wide range of financial requirements. Nick believes a thorough monetary package and financial support approach go hand in hand. He aims to create the newest fundamentals for economic freedom with each individual, household members, or place in search of a real fiduciary.

Nick is an enthusiastic player and you may currently resides in Norwalk, Connecticut. The guy keeps an effective Bachelor’s degree from Seton Hall University’s Stillman School off Team plus the Collection 65 membership. In addition, Nick retains the condition of Connecticut Term life insurance and you may Adjustable Agreements Certificates.

Kevin Nolan, CFP®

Kevin try a monetary Mentor which have Essex Financials’ Southport, Connecticut workplace. Which have almost thirty years of expertise in the Financial Features he’s set-up an intensive and you may well-rounded record. Kevin possess a b.A. inside Economics from the College of new Hampshire and you may an MBA off Fordham College or university where he was recognized for an excellent achievement inside the the field of Business economics. Kevin is additionally an authorized Financial Coordinator™ and also reached the fresh Chartered Old age Believe Counselor designation on the College or university out of Financial Think.

The guy stays in Fairfield, CT along with his partner, Fran and you can 5 students. He keeps getting together with his household members, playing golf, snowboarding and you will loves sessions his children’s some activities teams.