Michael LaRiviere was a monetary Advisor who registered Essex Monetary from inside the 2013
Anthony J. Fortuna, CRPC®
Anthony functions as a financial investment Coach and you may will bring more two decades of experience regarding the financial service world https://kissbrides.com/tr/blog/yabanci-gelin-a-vize-to-the-usa/ in order to Essex Monetary. The guy deals with customers to design monetary plans predicated on their existence requirements. This strategy concentrates on helping their readers be much more pretty sure regarding the handling their financial objectives. Anthony’s areas of interest were property thought, old-age money actions, wealth preservation, providers succession considered, and taxation administration measures.
W. Timothy Furgueson
Tim first started his occupation from the financial support globe if you’re probably Roanoke University, employed by Grain Very first Ties. On graduating, he inserted Smith Barney’s This new Haven office, plus recently, the newest Essex work environment, in which he has worked while the an older Profile Director and Financial Thought Expert for 16 age. After that, Tim joined Essex Monetary where he’s got were able to to have his aim of in search of an easy method in order to satisfy clients’ demands through a support created, client-centric, and you can independent financial functions enterprise.
Kristin Age. Eco-friendly, AIF®, CRPC®
Kristin is a financial Coach along with two decades of experience in the finance world. Kristin registered Essex Monetary when you look at the es Sullivan while the Later years Package Properties people in assisting business readers with management of its workplace paid later years agreements while also giving personal financial browsing all professionals who engage. Kristin even offers full economic browsing personal customers and you may becoming an effective fiduciary, support later years plan customers due to the transition into old-age. Kristin in addition to concentrates on planning for women and millennial investors.
Kristin gained the new Accredited Capital Fiduciary® (AIF®) Designation throughout the Heart to own Fiduciary Studies as well as the Chartered Old-age Believed Counselor SM (CRPC®) about School of Financial Believed. She already keeps their unique 65 securities licenses additionally the State of Connecticut Life insurance policies and you can Varying Agreements Certificates.
David F. LaMay, CFP® CPWA®
Dave come their job since an economic Coach during the 1991. Acting as a beneficial Fiduciary, he will bring profile management, economic believe and consulting so you can individual, family, corporate rather than-for-cash website subscribers.
Dave obtained his Bachelor from Research training from inside the Financial Government of Franklin Enter College and his awesome MBA throughout the College or university from Connecticut. He’s finished supplemental training applications at College or university away from Chicago, Booth School of Providers, Columbia College or university as well as the Yale University out-of Government which is an excellent person in the new Investment & Wide range Institute™
Dave is an authorized Financial Coordinator™ and you can Authoritative Individual Wealth Advisor® professional. He retains new Collection 65 ties license, additionally the State regarding Connecticut Life insurance policies and you may Changeable Agreements certificates.
Involved in the area, Dave is an effective Middlesex Fitness, Corporator that will be an energetic member of the old Saybrook Flame Company and you can Dated Saybrook Ambulance Organization. Dave served to have sixteen decades due to the fact a person in the old Saybrook Panel out of Financing, as well as 10 as the chairman. A graduate off Xavier High school into the Middletown, Dave supported six ages with the Xavier Senior high school Alumni Connection Board out-of Administrators. They are a keen Adjunct Professor from Financing on Central Connecticut County University.
Michael R. LaRiviere, CFP®, AIF®
He’s close to two decades of economic characteristics experience. Michael’s top notice is on knowing the novel issues and you will objectives away from large online really worth dealers while they package their financial futures. Michael specializes in full advancing years income planning, funding considered, private financing, fees and wealth administration.
Michael is an authorized Financial Coordinator™, a specialist designation he hit as a result of Boston University’s Top-notch Degree Program. Michael including holds the brand new Collection 7, 63 and 65 bonds licenses and the Condition from Connecticut Coverage and you may Changeable Contracts Certificates. In advance of signing up for EFS, Michael invested 13 decades which have Fidelity Financial investments in a variety of opportunities in addition to that of Vice-president, Elderly Account Exec within their Personal Readers Class.