Kevin was an official Monetary Planner (CFP®), a specialist designation he reached compliment of Fairleigh Dickinson University. Kevin possess more twenty five years of expertise on the monetary functions business. As the a beneficial fiduciary, Kevin works closely with accountants, property believed lawyer, and you may insurance rates specialist to include separate, objective recommendations inside the building and you will keeping total financial preparations to own their readers, which will help inside the reaching their very best monetary upcoming when you look at the a great taxation productive trend.
This new Certified Economic Planner™ certification ‘s the degree of brilliance inside the monetary believe. CFP® gurus see rigid degree, degree, and you can moral conditions, and they are committed to serving the clients’ needs today to ready yourself all of them having a more secure the next day.
Prior to joining Essex Monetary Features, Kevin stored the newest titles of Movie director out-of Financial Believe and you may Dealing with Director/Private Riches Coach from the regional Inserted Financial support Consultative agencies. Kevin has also been a vice president, Local Believe Representative for Fidelity Assets in New york, Nyc and many Nj part metropolises.
Kevin, their spouse Lori in addition to their several daughters reside in Madison, CT. He could be a person in Madison Country Club; he as well as possess snowboarding and you may traveling with family and friends, along with watching his students enjoy lacrosse, baseball, and dance.
Robert J. Marcinek, CFP®
Bob are an authorized Economic Planner™ certificant and you can keeps multiple bonds registrations and you can insurance policies permits. Bob’s specialties include Lifestyle Financial Considered, Capital Management, Business owner Thought, Wide range Import, and you may Home Considered. Their readers tend to be many entrepreneurs, managers, and entrepreneurs, both energetic and you will resigned, in addition to their family.
Nathaniel Morris, JD, CFP®
For more than a great ilies to save, bundle, invest and you can retire. He has Spansk kone end up being a commander into the leverage monetary technical to teach, encourage that assist members get to the goals. A person in the newest Financial Believe Panel and you may an official Monetary PLANNER™, Nate’s notice is on setting-up and you will performing an economic policy for some body, family, and you may organizations to assist them read its financial possible.
Nate received his student training during the Saint Joseph’s College or university when you look at the Philadelphia with his legislation degree away from Forehead College Beasley University off Legislation, where he was an excellent Beasley Pupil. Nate with his partner Allison live-in Glastonbury.
Nicholas L. Naumann
Nick was an economic Advisor which have Essex Financials’ Southport, Connecticut place of work. Prior to joining Essex Economic for the 2018, Nick install a comprehensive variety of experiences throughout the his 7 season career which have Fidelity Investments’ Personal Client Category during the Fairfield, Connecticut. Their desire is on money age bracket, protecting money, and creating active portfolios to possess numerous economic goals. Nick thinks an intensive financial package and financing strategy wade hand in hand. He aims to create the foundations to have economic versatility with each personal, family, or institution shopping for a true fiduciary.
Nick was a devoted player and you will already stays in Norwalk, Connecticut. The guy keeps a Bachelor’s education regarding Seton Hall University’s Stillman University from Business and the Show 65 subscription. Additionally, Nick holds the condition of Connecticut Coverage and Changeable Deals Certificates.
Kevin Nolan, CFP®
Kevin try a monetary Mentor having Essex Financials’ Southport, Connecticut work environment. Which have nearly 30 years of expertise into the Financial Features he has got create an intensive and well-game record. Kevin provides a-b.An effective. into the Business economics in the College or university of the latest Hampshire and you may an enthusiastic MBA out of Fordham College or university where he was known for a fantastic achievement inside the the realm of Economics. Kevin is also a certified Monetary Planner™ possesses reached brand new Chartered Old age Considered Specialist designation throughout the School from Economic Think.
He stays in Fairfield, CT with his partner, Fran and you may 5 people. The guy keeps spending time with their loved ones, golfing, snowboarding and you may enjoys coaching their youngsters’ certain football teams.