Kevin is actually an authorized Economic Coordinator (CFP®), a professional designation he achieved as a result of Fairleigh Dickinson School. Kevin possess over 25 years of expertise in the economic characteristics globe. As the good fiduciary, Kevin works together accountants, property considered attorneys, and insurance professional to include separate, unbiased recommendations when you look at the strengthening and you may maintaining comprehensive monetary preparations getting his website subscribers, that will help during the gaining their very best monetary future for the an excellent tax productive style.
The newest Authoritative Economic Coordinator™ certification is the level of perfection inside monetary considered. CFP® benefits see rigorous studies, studies, and you will ethical standards, as they are invested in helping their clients’ desires today to ready yourself all of them for a less hazardous the next day.
Prior to signing up for Essex Economic Functions, Kevin held the newest headings out-of Director out of Economic Think and Managing Director/Private Riches Mentor during the local Inserted Financing Consultative organizations. Kevin was also a vice president, Local Think Agent getting Fidelity Expenditures from inside the New york, Ny and some Nj-new jersey department places.
Kevin, their partner Lori in addition to their several daughters reside in Madison, CT. He’s a person in Madison Country Club; the guy together with provides snowboarding and you will traveling with family and friends, as well as viewing his high school students en pen kvinne australsk brud see lacrosse, baseball, and dance.
Robert J. Marcinek, CFP®
Bob try an authorized Economic Planner™ certificant and retains some ties registrations and you can insurance policies certificates. Bob’s areas of expertise tend to be Lifestyle Economic Planning, Financial support Management, Business person Thought, Wealth Import, and you can Property Considered. His customers is many business owners, managers, and business owners, each other productive and you may resigned, in addition to their household.
Nathaniel Morris, JD, CFP®
For over good ilies to store, package, invest and you may retire. He’s end up being a chief into the leverage financial technical to coach, encourage that assist subscribers go its specifications. A person in the Economic Believe Panel and an official Economic PLANNER™, Nate’s interest is on setting up and doing a financial policy for people, parents, and you will groups to enable them to understand its financial prospective.
Nate acquired his student studies within Saint Joseph’s School during the Philadelphia with his legislation degree off Forehead College Beasley College away from Legislation, in which he had been a good Beasley Pupil. Nate with his wife Allison are now living in Glastonbury.
Nicholas L. Naumann
Nick is actually a financial Mentor which have Essex Financials’ Southport, Connecticut place of work. Ahead of signing up for Essex Economic during the 2018, Nick arranged an intensive sort of enjoy while in the their 7 12 months industry which have Fidelity Investments’ Private Visitors Class into the Fairfield, Connecticut. His appeal is found on money age bracket, protecting wide range, and performing effective portfolios getting numerous economic requirements. Nick believes an extensive monetary plan and you will investment strategy go give at your fingertips. The guy strives to create the latest foundations to have monetary versatility with each personal, household members, otherwise facilities seeking a real fiduciary.
Nick try an enthusiastic golfer and you may already resides in Norwalk, Connecticut. The guy holds a good Bachelor’s studies away from Seton Hall University’s Stillman University from Business therefore the Show 65 subscription. At the same time, Nick holds the condition of Connecticut Life insurance coverage and you will Adjustable Deals Permits.
Kevin Nolan, CFP®
Kevin is an economic Coach which have Essex Financials’ Southport, Connecticut work environment. That have nearly thirty years of expertise inside Financial Services they have establish an extensive and you can better-rounded records. Kevin provides a-b.Good. when you look at the Economics about University of brand new Hampshire and you will an enthusiastic MBA from Fordham School where he had been noted for a good conclusion when you look at the the realm of Business economics. Kevin is also an official Economic Planner™ and has achieved the fresh Chartered Senior years Believe Therapist designation on School off Financial Planning.
The guy resides in Fairfield, CT along with his wife, Fran and you may 5 students. He keeps getting together with their family unit members, golfing, snowboarding and you can wants training his children’s certain activities organizations.