When he features time, Nate likes to hike, understand, and you may travelling

When he features time, Nate likes to hike, understand, and you may travelling

Kevin try an authorized Monetary Coordinator (CFP®), an expert designation he achieved courtesy Fairleigh Dickinson College. Kevin has actually over 25 years of expertise regarding the economic properties community. As a great fiduciary, Kevin works together with accountants, property believe attorneys, and you may insurance specialist to incorporate separate, unbiased information for the strengthening and you can maintaining comprehensive economic arrangements for their clients, that will assist inside the finding their finest economic coming in a beneficial income tax efficient trend.

The Formal Financial Planner™ qualification ‘s the amount of perfection during the monetary thought. CFP® positives satisfy rigid education, studies, and you may moral requirements, and they are committed to helping their clients’ best interests today to prepare yourself them getting a less dangerous tomorrow.

Ahead of signing up for Essex Monetary Properties, Kevin held the fresh new titles regarding Movie director away from Economic Believe and you may Dealing with Director/Personal Wide range Mentor at regional Entered Funding Consultative firms. Kevin was also a vice president, Local Believe Consultant getting Fidelity Financial investments into the New york, New york and many New jersey branch towns and cities.

Kevin, his wife Lori as well as their a couple daughters are now living in Madison, CT. He could be a person in Madison Nation Club; the guy including possess skiing and you may vacationing with relatives and buddies, and watching his students appreciate lacrosse, basketball, and you can dance.

Robert J. Marcinek, CFP®

Bob try an official Monetary Coordinator™ certificant and you can keeps multiple securities registrations and you can insurance licenses. Bob’s areas is Lives Financial Believed, Money Government, Business person Think, Wealth Transfer, and you may Property Believe. His website subscribers are some advertisers, professionals, and you may advertisers, each other productive and retired, and their families.

Nathaniel Morris, JD, CFP®

For more than a ilies to save, bundle, dedicate and you will retire. He’s feel a leader from inside the leverage financial technical to educate, enable that assist readers reach their requires. A member of the Financial Believe Committee and you will a certified Monetary PLANNER™, Nate’s focus is on installing and you may performing a financial plan for somebody, household, and organizations to help them see its monetary potential.

Nate attained their student knowledge in the Saint Joseph’s University from inside the Philadelphia with his laws degree of Temple College or university Beasley College away from siden Laws, in which he was an excellent Beasley Beginner. Nate with his spouse Allison live-in Glastonbury.

Nicholas L. Naumann

Nick is a monetary Coach that have Essex Financials’ Southport, Connecticut work environment. In advance of signing up for Essex Monetary when you look at the 2018, Nick establish an extensive particular experiences through the his eight season occupation with Fidelity Investments’ Private Consumer Group inside Fairfield, Connecticut. Their desire is found on earnings age bracket, protecting wide range, and creating active profiles getting a variety of monetary specifications. Nick believes an intensive economic bundle and you will capital method wade give at hand. The guy strives to create the latest fundamentals for financial independence with every individual, household members, or business searching for a real fiduciary.

Nick is an avid golfer and you may currently resides in Norwalk, Connecticut. He keeps a beneficial Bachelor’s knowledge out-of Seton Hallway University’s Stillman University away from Team and Series 65 registration. At exactly the same time, Nick retains the state of Connecticut Life insurance and you will Adjustable Deals Permits.

Kevin Nolan, CFP®

Kevin try a financial Mentor having Essex Financials’ Southport, Connecticut place of work. That have nearly 30 years of experience inside Financial Attributes he has put up a thorough and you may really-round records. Kevin keeps a b.A good. when you look at the Business economics throughout the College or university of brand new Hampshire and you may an enthusiastic MBA out of Fordham University where he had been known for outstanding conclusion inside the the industry of Business economics. Kevin is additionally an authorized Monetary Planner™ and contains reached the fresh Chartered Old-age Believe Specialist designation regarding the College or university from Monetary Believe.

He resides in Fairfield, CT with his partner, Fran and you can 5 college students. He enjoys spending time with his relatives, golfing, snowboarding and enjoys coaching his children’s various sports teams.

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