As he has sparetime, Nate wants to hike, see, and travel Leave a comment
Kevin are an authorized Monetary Coordinator (CFP®), a specialist designation he reached because of Fairleigh Dickinson School. Kevin provides more than 25 years of experience throughout the economic services industry. Since a beneficial fiduciary, Kevin works closely with accounting firms, estate thought lawyer, and you can insurance coverage pro to provide independent, unbiased guidance for the strengthening and you may maintaining comprehensive monetary arrangements to have his subscribers, that will assist for the reaching their finest monetary upcoming within the a tax productive styles.
The Official Financial Planner™ qualification ‘s the standard of excellence in financial believed. CFP® pros meet tight knowledge, knowledge, and you can ethical standards, and tend to be committed to helping their clients’ needs right now to prepare yourself them to have a less dangerous tomorrow.
Just before signing up for Essex Economic Services, Kevin held the latest titles out of Movie director off Financial Planning and Dealing with Director/Personal Riches Coach during the regional Inserted Financial support Consultative agencies. Kevin was also a vice president, Regional Considered Consultant getting Fidelity Investments in the New york, New york and many Nj-new jersey branch locations.
Kevin, their spouse Lori as well as their several daughters live in Madison, CT. He or she is a person in Madison Country Pub; the guy including enjoys skiing and you can vacationing with relatives and buddies, in addition to viewing their high school students enjoy lacrosse, football, and you can dancing.
Robert J. Marcinek, CFP®
Bob is an authorized Monetary Coordinator™ certificant and you may retains various bonds registrations and insurance rates permits. Bob’s specialties is Lifestyle Monetary Thought, Resource Administration, Business owner Believe, Money Transfer, and Estate Considered. His readers include a variety of advertisers, professionals, and you may entrepreneurs, both effective and resigned, and their group.
Nathaniel Morris, JD, CFP®
For over web sitesini deneyin a beneficial ilies to keep, plan, invest and you may retire. He’s got be a commander for the leveraging economic technology to teach, empower that assist subscribers achieve the requirements. A person in this new Economic Thought Panel and you will an official Financial PLANNER™, Nate’s appeal is found on setting-up and you will executing an economic plan for some body, household, and you will teams to assist them to see the financial possible.
Nate acquired his undergraduate education within Saint Joseph’s College or university when you look at the Philadelphia and his awesome law education from Temple College or university Beasley College or university regarding Rules, in which he was an excellent Beasley Beginner. Nate with his spouse Allison live in Glastonbury.
Nicholas L. Naumann
Nick try an economic Mentor that have Essex Financials’ Southport, Connecticut work environment. Ahead of joining Essex Economic in 2018, Nick created a thorough types of enjoy during their 7 year job with Fidelity Investments’ Personal Client Category inside Fairfield, Connecticut. Their interest is found on money age group, protecting riches, and you can creating energetic portfolios to have many economic desires. Nick thinks an intensive economic bundle and you may funding approach go hand available. He strives to build the new foundations to have monetary independence with each private, family relations, or place looking for a true fiduciary.
Nick is a devoted golfer and you can already stays in Norwalk, Connecticut. He keeps an effective Bachelor’s degree out-of Seton Hall University’s Stillman University of Business and Series 65 subscription. Simultaneously, Nick holds the state of Connecticut Life insurance coverage and you can Adjustable Agreements Permits.
Kevin Nolan, CFP®
Kevin try an economic Advisor which have Essex Financials’ Southport, Connecticut work environment. Having almost thirty years of expertise in Monetary Characteristics he has arranged a thorough and you can better-circular history. Kevin have a-b.A beneficial. when you look at the Economics on College of the latest Hampshire and an MBA regarding Fordham College or university in which he had been noted for an excellent achievement inside the the field of Business economics. Kevin is even an authorized Financial Coordinator™ possesses hit new Chartered Senior years Believed Counselor designation from the University regarding Economic Thought.
The guy resides in Fairfield, CT along with his partner, Fran and 5 youngsters. He possess getting together with their members of the family, playing golf, snowboarding and you will wants instruction their kids’ various sports organizations.
