Kevin is an official Financial Planner (CFP®), a professional designation the guy attained by way of Fairleigh Dickinson University. Kevin have more twenty five years of expertise on economic characteristics community. Because the good fiduciary, Kevin works closely with accountants, estate think attorney, and you will insurance policies professional to provide separate, unbiased recommendations in strengthening and you may keeping complete financial plans for his clients, which will help during the gaining their best economic coming into the a beneficial tax effective styles.
The brand new Authoritative Monetary Planner™ qualification is the standard of excellence in financial considered. CFP® pros fulfill strict degree, knowledge, and you may moral requirements, and generally are purchased serving its clients’ needs right now to prepare yourself them getting a more secure tomorrow.
In advance of signing up for Essex Financial Features, Kevin stored the fresh new titles out of Director out of Economic Believe and Handling Director/Individual Riches Advisor on local Joined Financing Consultative agencies. Kevin has also been a vice-president, Local Believed Consultant to own Fidelity Investments from inside the New york, Ny and several New jersey part towns and cities.
Kevin, their partner Lori in addition to their one or two daughters reside in Madison, CT. He’s a member of Madison Country Pub; he together with has actually skiing and you will traveling with friends and family, along with tГ¤nne watching his kids delight in lacrosse, sports, and you may dancing.
Robert J. Marcinek, CFP®
Bob is a certified Monetary Planner™ certificant and you may holds numerous ties registrations and you will insurance policies licenses. Bob’s specialties tend to be Lifestyle Monetary Considered, Investment Administration, Business person Planning, Wide range Transfer, and you will House Think. Their customers include some entrepreneurs, executives, and you will entrepreneurs, each other productive and retired, as well as their group.
Nathaniel Morris, JD, CFP®
For more than an effective ilies to save, bundle, dedicate and you can retire. He has got feel a commander inside leverage economic technical to teach, encourage and help readers reach its requires. A person in brand new Economic Planning Committee and you will an official Financial PLANNER™, Nate’s interest is on setting-up and you can executing an economic plan for some one, parents, and teams to assist them see the monetary possible.
Nate earned their undergraduate education at the Saint Joseph’s University from inside the Philadelphia with his law training regarding Temple College Beasley College or university out of Legislation, where he had been a beneficial Beasley Pupil. Nate and his awesome wife Allison live in Glastonbury.
Nicholas L. Naumann
Nick are a financial Coach which have Essex Financials’ Southport, Connecticut place of work. Just before signing up for Essex Monetary inside the 2018, Nick establish a thorough types of event through the their seven year occupation that have Fidelity Investments’ Private Customer Group during the Fairfield, Connecticut. Their focus is found on earnings age group, securing wide range, and you will doing active portfolios to have numerous monetary wants. Nick thinks a thorough economic bundle and you may capital approach go hand available. He aims to create the new foundations getting financial freedom with every individual, family members, otherwise institution looking a genuine fiduciary.
Nick try an enthusiastic player and you will already lives in Norwalk, Connecticut. The guy holds good Bachelor’s education out of Seton Hallway University’s Stillman School from Providers therefore the Collection 65 membership. While doing so, Nick keeps the state of Connecticut Life insurance policies and you will Adjustable Contracts Permits.
Kevin Nolan, CFP®
Kevin is a financial Mentor which have Essex Financials’ Southport, Connecticut office. That have nearly thirty years of experience when you look at the Financial Services he has got created an intensive and you may well-game history. Kevin enjoys a-b.An effective. into the Business economics regarding the College of brand new Hampshire and you can an MBA of Fordham College or university in which he was recognized for an excellent achievement during the the field of Business economics. Kevin is additionally an authorized Monetary Planner™ features achieved the newest Chartered Old-age Think Specialist designation regarding the University of Monetary Planning.
The guy lives in Fairfield, CT along with his wife, Fran and 5 college students. He provides getting together with their family unit members, playing golf, skiing and loves sessions his children’s some football teams.