Anthony J. Fortuna, CRPC®
Anthony functions as an investment Mentor and you may provides over 2 decades of experience regarding financial provider world to Essex Financial. He works together website subscribers to create monetary agreements based on its lifetime needs. This tactic centers around enabling his subscribers be more pretty sure on the dealing with its financial expectations. Anthony’s regions of attract become property thought, old-age money steps, money preservation, team succession believe, and you may taxation government steps.
W. Timothy Furgueson
Tim began his occupation throughout the investment world if you find yourself probably Roanoke University, doing work for Wheat Very first Ties. On graduating, he entered Smith Barney’s The brand new Retreat workplace, and has just, new Essex workplace, where he did since a senior Portfolio Director and you may Economic Thought Specialist to have sixteen ages. Subsequently, Tim entered Essex Monetary in which he’s got were able to getting his aim of looking an easy method to get to know clients’ need compliment of an assistance established, client-centric, and you can separate monetary services agency.
Kristin Elizabeth. Eco-friendly, AIF®, CRPC®
Kristin try an economic Advisor along with 2 decades of expertise in the money globe. Kristin joined Essex Economic from inside the parece Sullivan plus the Advancing years Plan Characteristics party in helping organization members having handling of its company paid senior years agreements while also providing individual monetary browsing all of the group whom take part. Kristin even offers comprehensive financial planning to individual customers and you will becoming an effective fiduciary, support old age bundle subscribers because of the change for the retirement. Kristin plus focuses on planning for women and millennial people.
Kristin made the latest Accredited Financial support Fiduciary® (AIF®) Designation regarding Heart to possess Fiduciary Education plus the Chartered Old-age Planning Specialist SM (CRPC®) about University regarding Economic Believed. She currently keeps their unique 65 bonds permit in addition to County off Connecticut Life insurance coverage and you will Varying Agreements Licenses.
David F. LaMay, CFP® CPWA®
Dave already been their job due to the fact a financial Advisor for the 1991. Acting as a beneficial Fiduciary, the guy brings portfolio administration, financial think and you can contacting to private, family, business rather than-for-money website subscribers.
Dave acquired their Bachelor off Research training during the Monetary Government away from Franklin Penetrate School along with his MBA regarding College or university off Connecticut. He has got complete extra studies apps from the College from Chicago, Booth College or university of Company, Columbia University and Yale College or university off Management which is a good member of the newest Investment & Wealth Institute™
Dave try an official Monetary Coordinator™ and you can Certified Private Money Coach® top-notch. He holds brand new Show 65 bonds permit, and County out of Connecticut Insurance and Adjustable Agreements certificates.
Mixed up in neighborhood, Dave was a good Middlesex Wellness, Corporator and that is an energetic person in the existing Saybrook Flames Service and you will Old Saybrook Ambulance Connection. Dave served getting 16 ages since the a member of the outdated Saybrook Board of Money, together with 10 as the chairman. A graduate out-of Xavier High school in Middletown, Dave served half dozen ages into the Xavier High-school Alumni Relationship Board out of Directors. He could be an Adjunct Professor off Loans on Main Connecticut Condition College.
Michael R. LaRiviere, CFP®, AIF®
He has close to 20 years from economic functions feel. Michael’s primary notice is found on understanding the book concerns and objectives out of large websites well worth investors because they plan its financial futures. Michael specializes in total later years income think, capital think, private loans, fees and wealth administration.
Michael are an authorized Financial Coordinator™, a professional designation he achieved using Boston University’s Elite Knowledge System. Michael also keeps the newest Series eight, 63 and you can 65 securities permits as well as the County out of Connecticut do turkmenistan women like american men Life insurance coverage and Changeable Deals Licenses. Prior to signing up for EFS, Michael invested thirteen age with Fidelity Financial investments in several opportunities in addition to compared to Vice president, Older Account Government in their Private Subscribers Category.