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Kevin try an authorized Financial Coordinator (CFP®), a professional designation he hit as a result of Fairleigh Dickinson College. Kevin has over twenty five years of experience from the financial qualities business. While the a fiduciary, Kevin works with accounting firms, property thought attorneys, and you will insurance professional to incorporate separate, unbiased suggestions into the strengthening and you will maintaining total economic preparations getting their members, that will assist in achieving their very best financial future for the good tax successful styles.
Brand new Official Economic Planner™ qualification ‘s the amount of perfection in the financial believed. CFP® positives fulfill rigorous studies, degree, and you will ethical requirements, and they are committed to providing the clients’ best interests right now to prepare them for a less hazardous the next day.
In advance of signing up for Essex Financial Qualities, Kevin held brand new titles regarding Director from Financial Think and you will Controlling Director/Personal Wealth Advisor during the regional Registered Funding Consultative enterprises. Kevin was also a vp, Regional Believed Representative for Fidelity Investment in the Manhattan, Nyc and lots of New jersey department towns.
Kevin, their partner Lori as well as their several daughters are now living in Madison, CT. He or she is a member of Madison Country Club; he together with provides snowboarding and you may vacationing with friends, plus viewing his kids appreciate lacrosse, sports, and you may moving.
Robert J. Marcinek, CFP®
Bob try a certified Economic Planner™ certificant and holds some bonds registrations and you will insurance rates certificates. Bob’s areas of expertise were Lives Financial Thought, Resource Government, Business person Think, Money Import, and you may Home Considered. His subscribers are some advertisers, managers, and you may advertisers, each other energetic and you will retired, as well as their household.
Nathaniel Morris, JD, CFP®
For more than a ilies to keep, plan, purchase and you may retire. They have become a frontrunner inside the leveraging monetary technical to teach, encourage and help customers go their goals. A person in brand new Monetary Thought Panel and a certified Financial PLANNER™, Nate’s desire is on setting-up and you may carrying out an economic plan for anyone, household, and you will teams to help them comprehend the financial prospective.
Nate generated their undergraduate education on Saint Joseph’s College when you look at the Philadelphia with his laws education of Temple School Beasley College from Law, where he had been a good Beasley Pupil. Nate and his awesome partner Allison live in Glastonbury.
Nicholas L. Naumann
Nick was a financial Advisor having Essex Financials’ Southport, Connecticut workplace. Prior to joining Essex Financial in the 2018, Nick created an extensive sort of experiences throughout the his seven 12 months career which have Fidelity Investments’ Private Buyer Category in Fairfield, Connecticut. Their interest is on money generation, protecting money, and you can undertaking energetic profiles having a variety of financial requirements. Nick believes a comprehensive economic plan and you will financial support strategy go hands at your fingertips. The guy strives to create the fundamentals to own economic liberty with every personal, nearest and dearest, otherwise organization trying to find a true fiduciary.
Nick is actually a devoted golfer and currently resides in Norwalk, Connecticut. The guy keeps a good Bachelor’s degree out-of Seton Hallway University’s Stillman University off Team together with Series 65 membership. At exactly the same time, Nick keeps the condition of Connecticut Life insurance policies and you can Varying Deals Permits.
Kevin Nolan, CFP®
Kevin is a financial Coach which have Essex Financials’ Southport, Connecticut work environment. Having nearly thirty years of experience inside Financial Features they have install a comprehensive and you will better-round records. Kevin features a-b.A good. when you look at the Economics throughout the College of the latest Hampshire and you will an enthusiastic MBA of Fordham College daha fazlasД±nД± al or university in which he was noted for a fantastic conclusion into the the industry of Business economics. Kevin is even an official Financial Coordinator™ and contains hit the new Chartered Old-age Think Specialist designation from the College out of Monetary Planning.
The guy lives in Fairfield, CT with his spouse, Fran and you may 5 children. The guy has actually hanging out with their family relations, golfing, snowboarding and you will enjoys sessions their children’s various recreations organizations.