Kevin try an authorized Monetary Planner (CFP®), a specialist designation he achieved because of Fairleigh Dickinson College. Kevin keeps more 25 years of experience throughout the monetary attributes world. Once the good fiduciary, Kevin works together accountants, house think attorney, and you will insurance coverage professional to provide independent, unbiased recommendations in the building and you can keeping comprehensive financial preparations for their subscribers, that can help when you look at the achieving their utmost financial coming when you look at the good taxation successful style.
The newest Certified Financial Coordinator™ certification is the standard of excellence inside the economic believe. CFP® professionals meet tight training, education, and you may moral requirements, and are generally dedicated to serving their clients’ needs right now to get ready all of them for a less hazardous tomorrow.
Prior to signing up for Essex Economic Functions, Kevin held the fresh headings away from Manager of Monetary Think and you will Handling Director/Private Money Mentor at local Registered Money Consultative enterprises. Kevin has also been a vice-president, Regional Believed Agent for Fidelity Opportunities into the Manhattan, New york and several Nj branch metropolises.
Kevin, their spouse Lori as well as their a couple daughters live in Madison, CT. He or she is a person in Madison Nation Bar; the guy also keeps snowboarding and traveling with family and friends, plus seeing his kids take pleasure in lacrosse, soccer, and you may dancing.
Robert J. Marcinek, CFP®
Bob try an authorized Financial Coordinator™ certificant and you will retains many bonds registrations and you may insurance rates permits. Bob’s areas are Lives Economic Believe, Funding Management, Business person Considered, Riches Transfer, and you can Property Think. His clients tend to be some entrepreneurs, professionals, and you will business owners, both productive and resigned, and their household.
Nathaniel Morris, JD, CFP®
For over an excellent ilies to save, package, invest and you will retire. He’s got end up being a commander inside leverage monetary tech to teach, empower which help readers reach the needs. A member of the new Financial Thought Committee and you will an authorized Financial PLANNER™, Nate’s attention is on installing and you will performing a financial arrange for someone, family members, and you will communities to enable them to realize the monetary prospective.
Nate made his student studies during the Saint Joseph’s College from inside the Philadelphia along with his rules education out-of Forehead College Beasley University regarding Laws, where he was a good Beasley Pupil. Nate along with his spouse Allison are now living in Glastonbury.
Nicholas L. Naumann
Nick was a financial Coach which have Essex Financials’ Southport, Connecticut workplace. Prior to signing up for tysk kone Essex Monetary for the 2018, Nick install a comprehensive version of experience during his 7 year career with Fidelity Investments’ Individual Visitors Class when you look at the Fairfield, Connecticut. Their appeal is found on income generation, securing money, and you may starting effective profiles to possess many economic specifications. Nick believes an extensive monetary package and you will financing means wade give in hand. The guy aims to create new foundations having monetary liberty with each personal, household members, otherwise facilities looking a true fiduciary.
Nick is an enthusiastic golfer and already resides in Norwalk, Connecticut. The guy holds a Bachelor’s studies regarding Seton Hall University’s Stillman University out of Team in addition to Collection 65 registration. At the same time, Nick keeps the state of Connecticut Coverage and you may Varying Contracts Certificates.
Kevin Nolan, CFP®
Kevin was a financial Coach that have Essex Financials’ Southport, Connecticut workplace. Having almost 30 years of experience for the Economic Functions he’s developed a thorough and you may better-game record. Kevin keeps a b.Good. for the Economics in the School of brand new Hampshire and you will a keen MBA away from Fordham University in which he was noted for a good conclusion when you look at the the field of Business economics. Kevin is additionally an authorized Economic Coordinator™ and it has reached the newest Chartered Advancing years Considered Specialist designation regarding the College out-of Monetary Planning.
The guy lives in Fairfield, CT together with wife, Fran and 5 pupils. The guy features hanging out with their friends, golfing, snowboarding and you may likes coaching their children’s individuals sporting events organizations.