Kevin is a certified Monetary Planner (CFP®), a specialist designation he achieved owing to Fairleigh Dickinson School. Kevin keeps over 25 years of expertise about monetary features world. Since a beneficial fiduciary, Kevin deals with accounting firms, home believe attorneys, and you may insurance policies professional to incorporate separate, unbiased suggestions in the strengthening and you can maintaining complete financial preparations having his clients, that will help within the reaching their best monetary coming inside a tax efficient style.
The Official Economic Planner™ degree ‘s the degree of perfection within the monetary think. CFP® masters satisfy strict knowledge, studies, and you can ethical criteria, and are also dedicated to offering their clients’ desires right now to ready yourself all of them getting a more secure the next day.
Prior to signing up for Essex Monetary Properties, Kevin kept this new titles off Director out of Monetary Think and you can Dealing with Director/Personal Wealth Mentor on regional Entered Investment Consultative enterprises. Kevin was also a vice-president, Regional Planning Consultant having Fidelity Investments inside New york, New york and lots of Nj branch cities.
Kevin, his spouse Lori as well as their a couple daughters inhabit Madison, CT. He could be a person in Madison Nation Bar; he plus keeps skiing and you can vacationing with relatives and buddies, including viewing his kids take pleasure in lacrosse, sports, and dancing.
Robert J. Marcinek, CFP®
Bob is actually an official Financial Coordinator™ certificant and you can retains numerous bonds registrations and you can insurance licenses. Bob’s areas of expertise were Lives Monetary Believed, Funding Government, Business owner Thought, Wide range Transfer, and you can Home Considered. His clients tend to be many different business owners, professionals, and you can entrepreneurs, both effective and you will retired, and their family members.
Nathaniel Morris, JD, CFP®
For more than good ilies to keep, plan, invest and you can retire. He has got be a frontrunner inside the leveraging monetary technical to teach, encourage and help readers go their requirements. A person in new Economic Thought Panel and you may an official Economic PLANNER™, Nate’s appeal is on establishing and doing an economic policy for people, families, and communities to enable them to comprehend the monetary prospective.
Nate generated their student knowledge during the Saint Joseph’s University when you look at the Philadelphia with his laws education of Temple College Beasley College from Laws, where he was a Beasley College student. Nate with his spouse Allison live-in Glastonbury.
Nicholas L. Naumann
Nick is a monetary Mentor which have Essex Financials’ Southport, Connecticut workplace. In advance of signing up for Essex Monetary in the 2018, Nick put up an intensive sort of skills through the his seven seasons profession having Fidelity Investments’ Personal Buyer Group in the Fairfield, Connecticut. His desire is found on income generation, protecting riches, and you can performing productive profiles getting numerous financial wants. Nick believes an extensive financial bundle and you may financial support strategy go hand at hand. The guy strives to construct this new fundamentals for financial independence with every personal https://gorgeousbrides.net/no/japanske-bruder/, family members, or business shopping for a real fiduciary.
Nick are an enthusiastic golfer and you may already resides in Norwalk, Connecticut. The guy keeps a Bachelor’s education out of Seton Hall University’s Stillman College or university away from Company and Collection 65 subscription. Likewise, Nick holds the condition of Connecticut Coverage and you will Changeable Contracts Permits.
Kevin Nolan, CFP®
Kevin try a financial Advisor which have Essex Financials’ Southport, Connecticut place of work. That have nearly 3 decades of expertise in the Economic Functions he’s build a thorough and you will well-circular record. Kevin have a-b.A good. in Business economics on College of brand new Hampshire and you may an enthusiastic MBA out-of Fordham College or university in which he was noted for a great conclusion in the the world of Business economics. Kevin is additionally a certified Economic Planner™ and has reached the brand new Chartered Old-age Thought Therapist designation on School out of Monetary Believe.
The guy resides in Fairfield, CT together with his spouse, Fran and you may 5 pupils. He keeps hanging out with his friends, the game of golf, snowboarding and wants instruction his children’s individuals sporting events groups.
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