Kevin try a certified Monetary Coordinator (CFP®), a professional designation the guy reached using Fairleigh Dickinson College or university. Kevin keeps more 25 years of experience on the monetary features globe. Because good fiduciary, Kevin works together with accountants, estate planning attorneys, and insurance specialist to add independent, objective guidance from inside the building and you may maintaining complete financial preparations to own their customers, that can help inside the reaching their finest economic coming within the a tax productive styles.
The Specialized Economic Coordinator™ degree is the standard of brilliance for the monetary thought. CFP® professionals fulfill strict studies, degree, and you will moral conditions, consequently they are purchased serving the clients’ needs right now to get ready them to possess a less hazardous the next day.
Ahead of joining Essex Monetary Characteristics, Kevin kept the fresh titles from Director from Economic Think and you can Handling Director/Individual Wide range Mentor from the local Registered Resource Advisory firms. Kevin has also been a vice-president, Local Thought Representative having Fidelity Investment during the New york, Ny and lots of New jersey part locations.
Kevin, his spouse Lori in addition to their one or two daughters live in Madison, CT. He’s a person in Madison Country Bar; the guy in addition to has actually snowboarding and traveling with relatives and buddies, plus watching their kids appreciate lacrosse, soccer, and you will dancing.
Robert J. Marcinek, CFP®
Bob are a certified Monetary Coordinator™ certificant and you can retains many ties registrations and you may insurance coverage permits. Bob’s specialization are Life Monetary Think, Resource Management, Business person Think, Money Import, and House Considered. Their readers is a number of entrepreneurs, executives, and you may advertisers, each other active and you may retired, as well as their parents.
Nathaniel Morris, JD, CFP®
For more than good ilies to save, bundle, dedicate and you will retire. They have getting a chief inside leverage monetary technology to coach, enable that assist clients get to its wants. A member of the latest Monetary Thought Committee and you can an official Economic PLANNER™, Nate’s attract is on starting and you will carrying out an economic policy lisГ¤lukemista for somebody, group, and organizations to help them comprehend its financial potential.
Nate acquired his student studies in the Saint Joseph’s School for the Philadelphia along with his legislation training off Forehead University Beasley University out of Law, in which he was an effective Beasley Scholar. Nate and his partner Allison live-in Glastonbury.
Nicholas L. Naumann
Nick is actually a monetary Mentor having Essex Financials’ Southport, Connecticut place of work. Prior to signing up for Essex Monetary within the 2018, Nick create an intensive variety of experience throughout their 7 year career which have Fidelity Investments’ Private Buyer Group from inside the Fairfield, Connecticut. His notice is found on income age group, protecting riches, and doing effective portfolios to have a wide range of monetary goals. Nick believes an intensive monetary bundle and you will financial support method wade give at hand. He aims to create the new fundamentals having economic independence with every personal, family relations, otherwise facilities in search of a real fiduciary.
Nick was a devoted golfer and you will currently stays in Norwalk, Connecticut. The guy retains a good Bachelor’s knowledge off Seton Hallway University’s Stillman College of Providers in addition to Collection 65 registration. Additionally, Nick retains the state of Connecticut Insurance and Changeable Contracts Certificates.
Kevin Nolan, CFP®
Kevin try a financial Mentor that have Essex Financials’ Southport, Connecticut work environment. With nearly 30 years of expertise inside Financial Features he has developed a comprehensive and you will really-circular history. Kevin enjoys a b.A good. in the Economics regarding the College of new Hampshire and you can an MBA away from Fordham School where he was recognized for an excellent conclusion from inside the the world of Business economics. Kevin is additionally an official Monetary Coordinator™ and has now attained the fresh new Chartered Advancing years Thought Counselor designation in the University away from Financial Think.
The guy resides in Fairfield, CT with his spouse, Fran and you may 5 youngsters. The guy features hanging out with his family unit members, golfing, snowboarding and you can loves sessions his youngsters’ individuals sports teams.