Kevin was an authorized Financial Coordinator (CFP®), a specialist designation he achieved compliment of Fairleigh Dickinson University. Kevin provides more than twenty five years of expertise on the monetary characteristics business. As the an excellent fiduciary, Kevin works closely with accountants, property planning attorneys, and you may insurance rates professional to provide independent, objective pointers within the building and you will keeping complete financial plans to possess their customers, that will assist within the gaining their finest financial coming for the a great tax effective style.
The fresh Specialized Monetary Planner™ degree ‘s the level of perfection within the economic think. CFP® masters meet rigorous knowledge, education, and you may ethical requirements, and tend to be dedicated to helping their clients’ needs today to ready yourself them to possess a less dangerous the next day.
Just before joining Essex Economic Attributes, Kevin held the fresh titles out of Manager regarding Financial Believed and Dealing with Director/Private Riches Mentor at the local Inserted Financial support Consultative agencies. Kevin was also a vp, Regional Planning Representative for Fidelity Financial investments in the New york, New york and many Nj-new jersey part locations.
Kevin, their partner Lori and their a couple of daughters reside in Madison, CT. He’s a person in Madison Country Club; he together with has actually snowboarding and you will traveling with relatives and buddies, in addition to seeing their students appreciate lacrosse, football, and moving.
Robert J. Marcinek, CFP®
Bob try an official Economic Coordinator™ certificant and you will holds many bonds registrations and you can insurance policies certificates. Bob’s areas is Life Economic Believed, Financial support Government, Entrepreneur Planning, Wealth Import, and you will Property Believe. His readers become several entrepreneurs, executives, and you may advertisers, each other active and resigned, as well as their parents.
Nathaniel Morris, JD, CFP®
For over a good ilies to keep, plan, invest and you will retire. They have be a leader inside leverage economic technical to coach, empower which help subscribers get to the goals. A member of the fresh new Economic Believed Panel and you will a certified Monetary PLANNER™, Nate’s attention is found on establishing and you may carrying out a monetary plan for people, families, and you will groups to help them understand the economic possible.
Nate attained their undergraduate studies during the Saint Joseph’s School in the Philadelphia and his laws education of Temple School Beasley College or university out of Laws, where he had been a beneficial Beasley Pupil. Nate along with his spouse Allison reside in Glastonbury.
Nicholas L. Naumann
Nick was a monetary Advisor that have Essex Financials’ Southport, Connecticut place of work. Just before signing up for Essex Monetary for the 2018, Nick put up a thorough brand of event during their seven season job which have Fidelity Investments’ Private Buyer Category inside Fairfield, Connecticut. Their desire is on income generation, protecting wide range, and you will undertaking active portfolios having a wide range of monetary desires. Nick thinks an intensive monetary bundle and you can resource method wade hand available. The guy aims to build the newest foundations to possess monetary liberty with each private, household members, or institution looking a real fiduciary.
Nick are an enthusiastic player and currently lives in Norwalk, Connecticut. He retains a great Bachelor’s knowledge off Seton Hall University’s Stillman College or university from Organization therefore the Series 65 membership. As well, Nick holds the state of Connecticut Insurance and you can Variable Agreements Permits.
Kevin Nolan, CFP®
Kevin is a monetary Advisor with Essex Financials’ Southport, Connecticut office. Which have almost 3 decades of experience within the Monetary Services he’s developed a thorough and you will well-rounded records. Kevin possess a b.A. from inside the Economics on School of brand new Hampshire and a keen MBA out of Fordham School in which he was noted for a great achievement for the the realm of Economics. Kevin is even an authorized Economic Coordinator™ and contains attained new Chartered Old age Planning Therapist designation on the College or university from Financial Believe.
He resides in Fairfield, CT together with wife, Fran and 5 people. He has actually getting together with his relatives, playing golf kД±z fransД±zca gГјzel, skiing and wants instruction their youngsters’ various sporting events teams.