Kevin is a certified Economic Coordinator (CFP®), a professional designation he reached because of Fairleigh Dickinson University. Kevin keeps over twenty five years of expertise from the economic characteristics globe. Since a great fiduciary, Kevin works with accountants, property planning lawyer, and you will insurance policies professional to incorporate separate, unbiased advice within the strengthening and keeping comprehensive monetary plans to have his subscribers, that can help inside the finding their very best financial coming inside an excellent income tax effective manner.
Brand new Certified Financial Coordinator™ degree ‘s the amount of excellence inside economic think. CFP® benefits fulfill strict education, studies, and you can ethical standards, and therefore are committed to serving its clients’ needs today to prepare them to have a more secure the next day.
Before signing up for Essex Financial Properties, Kevin kept the titles away from Director out-of Monetary Considered and you may Handling Director/Private Wealth Coach on regional Registered Investment Consultative companies. Kevin was also a vice-president, Local Think Agent having Fidelity Investments for the Manhattan, Nyc and lots of New jersey part towns.
Kevin, their wife Lori and their a few daughters are now living in Madison, CT. He or she is a person in Madison Country Bar; he in addition to keeps skiing and you may traveling with friends, as well as viewing their kids delight in lacrosse, football, and you will dancing.
Robert J. Marcinek, CFP®
Bob was a certified Monetary Planner™ certificant and you may retains many different ties registrations and you can insurance rates permits. Bob’s specialties include Existence Monetary Believe, Investment Administration, Business person Considered, Riches Transfer, and Property Thought. His readers are numerous advertisers, professionals, and you may business owners, each other energetic and you can resigned, in addition to their families.
Nathaniel Morris, JD, CFP®
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For over a great ilies to save, plan, invest and you can retire. He’s feel a commander into the leverage economic technical to teach, encourage which help website subscribers go their requirements. A member of the Monetary Think Committee and you will an official Economic PLANNER™, Nate’s notice is found on establishing and you can carrying out a monetary arrange for somebody, family members, and you can teams to assist them to see their financial possible.
Nate earned his student education at Saint Joseph’s College or university for the Philadelphia and his awesome law training from Forehead College or university Beasley College of Rules, where he had been a good Beasley Scholar. Nate and his partner Allison reside in Glastonbury.
Nicholas L. Naumann
Nick are a financial Advisor which have Essex Financials’ Southport, Connecticut place of work. Prior to joining Essex Economic when you look at the 2018, Nick developed an intensive particular skills through the their eight season occupation which have Fidelity Investments’ Personal Buyer Class when you look at the Fairfield, Connecticut. Their attention is found on money age bracket, securing riches, and you may performing productive profiles for a wide range of monetary needs. Nick believes a thorough financial plan and you will resource strategy wade give at hand. He aims to construct the brand new fundamentals for monetary independence with each private, family members, or institution shopping for a real fiduciary.
Nick are an avid golfer and currently lives in Norwalk, Connecticut. The guy keeps a Bachelor’s degree out of Seton Hall University’s Stillman University from Company as well as the Show 65 registration. In addition, Nick holds the state of Connecticut Coverage and you will Changeable Agreements Certificates.
Kevin Nolan, CFP®
Kevin was a monetary Coach that have Essex Financials’ Southport, Connecticut place of work. Having nearly three decades of expertise in Financial Characteristics he has got install an intensive and well-rounded record. Kevin have a b.A good. when you look at the Business economics in the College or university of brand new Hampshire and you may a keen MBA out of Fordham School in which he had been known for an excellent end from inside the the field of Business economics. Kevin is even a certified Economic Coordinator™ possesses attained the newest Chartered Old-age Believed Specialist designation from the School regarding Monetary Thought.
The guy stays in Fairfield, CT together with partner, Fran and 5 pupils. He enjoys hanging out with their nearest and dearest, the game of golf, snowboarding and likes instructions his youngsters’ certain activities communities.