When he enjoys time, Nate likes to walk, see, and you may take a trip

When he enjoys time, Nate likes to walk, see, and you may take a trip

Kevin is actually an official Monetary Planner (CFP®), a professional designation the guy reached because of Fairleigh Dickinson University. Kevin provides more than twenty five years of expertise in the economic properties community. Because the an effective fiduciary, Kevin deals with accounting firms, house believe attorneys, and you may insurance rates professional to provide independent, unbiased pointers within the building and keeping full monetary agreements getting their customers, which will help into the finding their finest economic coming when you look at the a great income tax effective styles.

The new Certified Monetary Coordinator™ qualification ‘s the degree of perfection for the financial thought. CFP® benefits satisfy rigorous studies, knowledge, and ethical criteria, as they are committed to providing their clients’ desires right now to ready yourself them to possess a less dangerous tomorrow.

Ahead of joining Essex Financial Functions, Kevin kept the fresh titles off Manager out-of Financial Planning and you will Managing Director/Private Money Mentor at the regional Entered Financial support Advisory agencies. Kevin has also been a vp, Regional Believed Representative having Fidelity Investments in Manhattan, New york and many Nj department metropolises.

Kevin, his spouse Lori in addition to their a couple of daughters inhabit Madison, CT. He’s a member of Madison Nation Club; the guy together with has skiing and you will traveling with friends, and additionally watching his kids appreciate lacrosse, basketball, and you can dancing.

Robert J. Marcinek, CFP®

Bob was an official Economic Planner™ certificant and retains several ties registrations and you can insurance policies permits. Bob’s areas of expertise include Existence Monetary Believe, Money Administration, Business person Considered, Money Import, and you will House Believed. His members are a variety of advertisers, professionals, and you will entrepreneurs, one another effective and you will resigned, as well as their group.

Nathaniel Morris, JD, CFP®

For over an effective ilies to store, package, dedicate and retire. He’s got feel a chief for the leveraging financial tech to educate, enable that assist readers get to the goals. A member of the brand new Monetary Considered Committee and you can an authorized Monetary PLANNER™, Nate’s focus is found on starting and you can doing an economic arrange for individuals, group, and you can teams to assist them discover their financial possible.

Nate acquired their undergraduate training at Saint Joseph’s University when you look at the Philadelphia along with his law studies of Forehead College Beasley School regarding Rules, in which he had been an excellent Beasley Scholar. Nate and his awesome partner Allison are now living in Glastonbury.

Nicholas L. Naumann

Nick try an economic Advisor having Essex Financials’ Southport, Connecticut work environment. In advance of joining Essex Financial from inside the 2018, Nick set up a thorough sorts of enjoy through the their seven season field which have Fidelity Investments’ Personal Consumer Category during the Fairfield, Connecticut. Their interest is on income age bracket, protecting wealth, and you will carrying out active portfolios to have a variety of monetary needs. Nick thinks a thorough monetary plan koreansk jenter for ekteskap and you may funding means go hand in hand. The guy aims to create new fundamentals for financial liberty with each personal, household members, otherwise place looking for a genuine fiduciary.

Nick are a devoted player and you may currently resides in Norwalk, Connecticut. He retains a Bachelor’s degree away from Seton Hallway University’s Stillman School away from Organization additionally the Collection 65 subscription. At exactly the same time, Nick holds the condition of Connecticut Term life insurance and you may Varying Deals Licenses.

Kevin Nolan, CFP®

Kevin try a monetary Mentor which have Essex Financials’ Southport, Connecticut place of work. Which have almost 30 years of expertise inside Financial Features they have developed an intensive and you can well-round background. Kevin provides a b.A great. for the Economics from the School of brand new Hampshire and you may a keen MBA away from Fordham University where he had been noted for outstanding conclusion when you look at the the world of Economics. Kevin is even an authorized Economic Planner™ and has hit the newest Chartered Later years Believed Counselor designation regarding College off Financial Think.

The guy resides in Fairfield, CT with his spouse, Fran and you can 5 students. He provides hanging out with their friends, golfing, skiing and you can enjoys classes his kids’ some football groups.

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