Kevin was a certified Financial Planner (CFP®), a specialist designation the guy attained thanks to Fairleigh Dickinson College. Kevin possess more than 25 years of expertise on monetary services industry. While the a fiduciary, Kevin works closely with accountants, property planning attorney, and you will insurance rates expert to provide independent, unbiased advice in the strengthening and you will maintaining comprehensive monetary plans to own his customers, that will assist for the gaining their utmost monetary future in good income tax successful styles.
The fresh new Specialized Economic Coordinator™ qualification is the degree of brilliance within the financial think. CFP® experts fulfill rigorous knowledge, education, and ethical requirements, and they are dedicated to helping their clients’ desires right now to ready yourself all of them to own a less dangerous tomorrow.
Prior to joining Essex Financial Services, Kevin stored the new titles away from Movie director out of Monetary Think and Controlling Director/Private Wide range Coach at the regional Joined Resource Consultative organizations. Kevin was also a vice president, Regional Considered Agent to own Fidelity Opportunities within the Manhattan, Ny and several Nj-new jersey department urban centers.
Kevin, his wife Lori in addition to their two daughters reside in Madison, CT. They are a member of Madison Nation Pub; the guy and provides snowboarding and you may vacationing with friends and family, as well as viewing his kids appreciate lacrosse, football, and you may dance.
Robert J. Marcinek, CFP®
Bob is an official Economic Coordinator™ certificant and you may holds some ties registrations and you can insurance policies certificates. Bob’s specialization include Lives Financial Believe, Funding Management, Business owner Considered, https://kissbrides.com/ukrainian-women/brody/ Riches Transfer, and you may Property Planning. Their clients become different business owners, executives, and you will entrepreneurs, both active and retired, in addition to their group.
Nathaniel Morris, JD, CFP®
For more than good ilies to save, plan, dedicate and retire. He’s end up being a leader in the leveraging monetary technology to coach, empower and help clients reach its desires. A person in this new Financial Planning Panel and you will a certified Financial PLANNER™, Nate’s notice is found on establishing and you may doing an economic policy for some body, families, and you may groups to assist them to realize their economic possible.
Nate received their student knowledge in the Saint Joseph’s University in Philadelphia with his law education out-of Forehead College or university Beasley College away from Law, where he was an excellent Beasley Pupil. Nate and his awesome partner Allison live in Glastonbury.
Nicholas L. Naumann
Nick is a financial Coach with Essex Financials’ Southport, Connecticut work environment. In advance of signing up for Essex Financial inside the 2018, Nick establish an intensive kind of experiences during the their eight year profession having Fidelity Investments’ Individual Buyer Classification in Fairfield, Connecticut. Their desire is on income generation, securing riches, and you can performing effective profiles for many financial requirements. Nick believes an extensive economic plan and you may financial support strategy wade give in hand. The guy aims to build the newest fundamentals to have economic independence with each individual, members of the family, otherwise place shopping for a real fiduciary.
Nick was an enthusiastic golfer and you will currently stays in Norwalk, Connecticut. He keeps an effective Bachelor’s training out of Seton Hallway University’s Stillman University out-of Team in addition to Collection 65 membership. At the same time, Nick retains the state of Connecticut Life insurance policies and Varying Deals Licenses.
Kevin Nolan, CFP®
Kevin are a financial Mentor that have Essex Financials’ Southport, Connecticut work environment. That have almost three decades of expertise when you look at the Economic Attributes he has got install a thorough and better-game record. Kevin keeps a-b.A. for the Business economics throughout the College or university of brand new Hampshire and you can a keen MBA out of Fordham College in which he had been noted for a great conclusion inside the the realm of Economics. Kevin is additionally a certified Economic Planner™ and also achieved this new Chartered Retirement Think Specialist designation regarding College or university out of Monetary Believe.
The guy lives in Fairfield, CT along with his wife, Fran and you can 5 pupils. He have spending time with their family relations, the game of golf, skiing and you can likes coaching his children’s various sporting events organizations.