As he enjoys sparetime, Nate wants to hike, read, and take a trip

Kevin is actually an authorized Financial Planner (CFP®), a professional designation the guy achieved courtesy Fairleigh Dickinson School. Kevin has actually more than 25 years of experience regarding the economic functions business. As a fiduciary, Kevin works closely with accounting firms, home thought attorney, and you can insurance pro to include separate, unbiased advice from inside the building and you can maintaining complete monetary agreements for his website subscribers, that will assist from inside the finding their utmost financial future inside the a beneficial taxation efficient style.

Brand new Official Monetary Planner™ qualification ‘s the level of perfection within the financial believed. CFP® gurus see rigorous degree, training, and moral requirements, and so are committed to helping the clients’ best interests today to prepare yourself all of them to have a more secure tomorrow.

Just before joining Essex Monetary Attributes, Kevin held the fresh headings from Movie director off Economic Believed and Dealing with Director/Personal Wide range Coach in the regional Entered Investment Advisory enterprises. Kevin has also been a vice president, Local Considered Agent to possess Fidelity Opportunities for the Manhattan, New york and several Nj-new jersey part cities.

Kevin, his partner Lori and their a couple daughters are now living in Madison, CT. He could be a person in Madison Nation Bar; he and additionally has skiing and you can traveling with relatives and buddies, plus seeing their students enjoy lacrosse, soccer, and you will dancing.

Robert J. Marcinek, CFP®

Bob are an official Monetary Planner™ certificant and you may keeps several bonds registrations and you will insurance rates permits. Bob’s areas tend to be Life Monetary Believe, Funding Administration, Business person Thought, Riches Transfer, and you gerГ§ek Kolombiya eЕџleri can Estate Believed. His readers tend to be different business owners, managers, and entrepreneurs, each other energetic and resigned, in addition to their parents.

Nathaniel Morris, JD, CFP®

For over good ilies to save, bundle, invest and you will retire. They have end up being a commander when you look at the leverage financial technology to coach, enable that assist members get to their goals. A member of the brand new Economic Considered Panel and an official Economic PLANNER™, Nate’s notice is found on setting-up and you can doing a financial arrange for people, group, and groups to assist them comprehend its financial potential.

Nate generated his student education within Saint Joseph’s School in the Philadelphia and his law degree regarding Forehead College Beasley College or university off Legislation, in which he was an excellent Beasley College student. Nate and his wife Allison are now living in Glastonbury.

Nicholas L. Naumann

Nick are a financial Advisor having Essex Financials’ Southport, Connecticut office. Just before signing up for Essex Economic within the 2018, Nick put up a comprehensive types of skills during their 7 12 months field with Fidelity Investments’ Private Visitors Classification for the Fairfield, Connecticut. His focus is on money age bracket, protecting money, and you may performing effective portfolios to possess a wide range of monetary goals. Nick believes an intensive economic package and you may funding means go give at hand. The guy aims to build the foundations getting monetary freedom with each individual, loved ones, or place shopping for a true fiduciary.

Nick try a devoted golfer and you may already resides in Norwalk, Connecticut. The guy keeps an excellent Bachelor’s training out-of Seton Hall University’s Stillman School out-of Organization while the Show 65 subscription. While doing so, Nick holds the condition of Connecticut Insurance and you may Adjustable Contracts Permits.

Kevin Nolan, CFP®

Kevin is actually an economic Mentor which have Essex Financials’ Southport, Connecticut office. Having almost 30 years of experience in Monetary Properties they have arranged a comprehensive and really-rounded background. Kevin features a b.A great. when you look at the Economics regarding University of the latest Hampshire and you may a keen MBA out-of Fordham School where he had been recognized for an excellent end inside the industry of Business economics. Kevin is additionally an authorized Economic Coordinator™ features attained new Chartered Retirement Considered Counselor designation on the University out of Economic Think.

He stays in Fairfield, CT along with his partner, Fran and 5 people. The guy has actually getting together with his family relations, the game of golf, skiing and wants instruction his children’s individuals activities groups.