Kevin are an authorized Financial Planner (CFP®), a specialist designation the guy achieved owing to Fairleigh Dickinson College or university. Kevin possess more than twenty five years of expertise on the monetary characteristics community. While the a great fiduciary, Kevin works together with accounting firms, house believe attorneys, and you can insurance coverage expert to add independent, unbiased pointers in the strengthening and you will maintaining complete economic preparations to have their clients, that will assist during the achieving their best monetary upcoming when you look at the a beneficial taxation successful manner.
The Specialized Monetary Planner™ qualification ‘s the standard of perfection when you look at the financial thought. CFP® experts fulfill rigid studies, training, and you may ethical criteria, consequently they are invested in offering the clients’ best interests today to prepare them to possess a less dangerous the next day.
Before joining Essex Financial Qualities, Kevin kept the new headings of Movie director from Monetary Think and you may Controlling Director/Personal Money Advisor at local Registered Money Advisory firms. Kevin has also been a vice president, Regional Thought Agent having Fidelity Investment from inside the New york, New york and many Nj-new jersey branch locations.
Kevin, their partner Lori as well as their a couple daughters live in Madison, CT. They are a person in Madison Country Bar; he in addition to has snowboarding and vacationing with family and friends, along with watching his students take pleasure in lacrosse, basketball, and dancing.
Robert J. Marcinek, CFP®
Bob are a certified Financial Planner™ certificant and you can keeps a variety of ties registrations and you can insurance certificates. Bob’s specialties tend to be Lives Economic Thought, Capital Management, Business person Thought, Money Transfer, and you will Home Thought. His website subscribers were numerous business owners, executives, and you can business owners, both energetic and you will resigned, in addition to their parents.
Nathaniel Morris, JD, CFP®
For more than a beneficial ilies to save, plan, dedicate and you can retire. He’s got end up being a chief into the leveraging financial tech to coach, encourage that assist subscribers achieve their requirements. A person in new Monetary Believe Panel and you can a certified Monetary PLANNER™, Nate’s focus is found on setting-up and you will performing an economic plan for somebody, group, and communities to enable them to read the economic prospective.
Nate gained his undergraduate training within Saint Joseph’s College or university inside the Philadelphia and his legislation education out of Temple College or university Beasley University out-of Legislation, where he had been an effective Beasley College student. Nate along with his wife Allison live-in Glastonbury.
Nicholas L. Naumann
Nick try a monetary Mentor with Essex Financials’ Southport, Connecticut workplace. Just before signing up for Essex Monetary in the 2018, Nick establish a thorough style of enjoy during the his eight year occupation having Fidelity Investments’ Personal Visitors Classification inside the Fairfield, Connecticut. Their attract is found on earnings age group, securing wealth, and creating productive portfolios to possess an array of financial requires. Nick thinks an intensive economic bundle and resource method go hands in hand. The guy strives to construct the fresh new foundations having monetary versatility with every private, nearest and dearest, or establishment trying to find a true fiduciary.
Nick was an avid golfer and currently stays in Norwalk, Connecticut. He retains good Bachelor’s education away from Seton Hallway University’s Stillman School off Organization while the Series 65 membership. As well, Nick retains the condition of Connecticut Coverage and you will Adjustable Deals Permits.
Kevin Nolan, CFP®
Kevin try a monetary Mentor having Essex Financials’ Southport, Connecticut work environment. Which have nearly 30 years of experience during the Financial Attributes he’s got set-up an extensive and you may really-circular record. Kevin features a b.An excellent. in the Economics regarding University of brand new Hampshire and an MBA out of Fordham University where he was noted for a great conclusion yakД±nД±mdaki uzun boylu bekar kadД±nlar when you look at the the industry of Economics. Kevin is additionally an authorized Economic Planner™ and has achieved the latest Chartered Old-age Believe Counselor designation about University from Financial Planning.
He lives in Fairfield, CT along with his partner, Fran and you can 5 college students. The guy have spending time with his friends, golfing, snowboarding and you can loves instruction their kids’ some sporting events groups.
