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Kevin are an official Economic Coordinator (CFP®), a professional designation he attained through Fairleigh Dickinson College or university. Kevin have over 25 years of expertise throughout the economic qualities business. Since an excellent fiduciary, Kevin deals with accounting firms, estate believe attorneys, and you can insurance specialist to add separate, unbiased suggestions inside the strengthening and you will maintaining total financial agreements to have their customers, that will assist in reaching their utmost economic future from inside the a income tax efficient fashion.
The brand new Authoritative Financial Coordinator™ degree is the standard of brilliance within the monetary believe. CFP® advantages see strict studies, knowledge, and you will moral standards, and therefore are committed to providing their clients’ needs today to ready yourself them to own a more secure tomorrow.
Ahead of signing up for Essex Financial Services, Kevin kept the brand new headings out-of Manager away from Monetary Believed and you will Dealing with Director/Personal Wealth Coach during the local Registered Money Advisory companies. Kevin has also been a vice-president, Regional Believe Agent for Fidelity Financial investments for the Manhattan, New york and several New jersey part urban centers.
Kevin, their wife Lori as well as their a few daughters reside in Madison, CT. He could be a member of Madison Country Bar; he plus features skiing and you may vacationing with friends, also seeing his kids appreciate lacrosse, basketball, and dancing.
Robert J. Marcinek, CFP®
Bob are a certified Economic Coordinator™ certificant and you may holds many securities registrations and you will insurance policies permits. Bob’s areas include Existence Financial Think, Capital Management, Business owner Believe, Riches Import, and you can Property Think. His members is different entrepreneurs, executives, and entrepreneurs, one another productive and resigned, in addition to their families.
Nathaniel Morris, JD, CFP®
For over a good ilies to save, plan, dedicate and you can retire. He has be a chief inside leveraging financial technology to educate, encourage and help customers achieve its needs. A member of new Monetary Thought Committee and you may a certified Economic PLANNER™, Nate’s desire is found on starting and performing a monetary arrange for some one, family members, and you will teams to help them comprehend its monetary potential.
Nate made their student degree from the Saint Joseph’s College or university within the Philadelphia and his awesome rules training out of Forehead College or university Beasley University off Laws, where he had been an effective Beasley Scholar. Nate and his partner Allison live in Glastonbury.
Nicholas L. Naumann
Nick was a monetary Advisor with Essex Financials’ Southport, Connecticut workplace. In advance of joining Essex Economic inside 2018, Nick arranged an intensive version of experiences throughout the their seven year field having Fidelity Investments’ Individual Visitors Group when you look at the Fairfield, Connecticut. His focus is found on earnings generation, protecting riches, and you will performing effective profiles to own a wide range of financial specifications. Nick believes a comprehensive economic plan and you may capital means wade hand available. The guy strives to create new foundations to have financial versatility with every individual, family, otherwise organization trying to find a real fiduciary.
Nick is a devoted golfer and currently resides in Norwalk, Connecticut. The guy keeps an excellent Bachelor’s studies off Seton Hall University’s Stillman University away from Business therefore the Collection 65 membership. Additionally, Nick holds the condition of Connecticut Coverage and you may Variable Deals Licenses.
Kevin Nolan, CFP®
Kevin are a financial Advisor with Essex Financials’ Southport, Connecticut office. That have nearly thirty years of expertise within the Economic Functions he has install an intensive and you will better-game background. Kevin has a b.Good. for the Business economics throughout the College of the latest Hampshire and you can an enthusiastic MBA away from Fordham University where he was recognized for outstanding achievement in VictoriyaClub reviews the the realm of Business economics. Kevin is also an official Economic Coordinator™ and has reached the newest Chartered Later years Planning Specialist designation from the College or university off Economic Planning.
The guy lives in Fairfield, CT along with his wife, Fran and you may 5 college students. He has actually getting together with his members of the family, playing golf, snowboarding and you will likes sessions his youngsters’ various recreations groups.