Kevin are an authorized Monetary Coordinator (CFP®), an expert designation the guy achieved by way of Fairleigh Dickinson School. Kevin has over twenty five years of expertise regarding monetary characteristics community. Due to the fact an effective fiduciary, Kevin works together with accountants, home thought attorneys, and you will insurance policies pro to include independent, objective guidance during the strengthening and you can maintaining comprehensive economic plans for his clients, which will help during the gaining their very best monetary upcoming inside the a beneficial income tax successful fashion.
The brand new Official Economic Coordinator™ degree is the amount of brilliance during the financial believe. CFP® advantages see rigid studies, training, and you may moral criteria, and therefore are committed to offering the clients’ best interests today to prepare all of them having a less hazardous tomorrow.
Before joining Essex Monetary Functions, Kevin kept the latest titles out of Movie director of Monetary Considered and you may Handling Director/Personal Wealth Advisor in the local Registered Money Consultative agencies. Kevin was also a vice-president, Local Considered Consultant to own Fidelity Assets when you look at the New york, Ny and many Nj-new jersey department locations.
Kevin, their partner Lori in addition to their a couple of daughters are now living in Madison, CT. He is a person in Madison Country Pub; the guy and has actually skiing and you may vacationing with relatives and buddies, plus viewing his kids delight in lacrosse, soccer, and dancing.
Robert J. Marcinek, CFP®
Bob is actually a certified Economic Planner™ certificant and you can holds multiple securities registrations and you may insurance coverage licenses. Bob’s areas of expertise is Lifetime Monetary Think, Financial support Government, Business person Planning, Riches Import, and you can House Believed. His readers include a number of business owners, managers, and you can business owners, each other energetic and you can resigned, and their family.
Nathaniel Morris ValkovenГ¤jГ¤-mallit avioliittoon, JD, CFP®
For more than good ilies to keep, package, purchase and you may retire. He has got be a chief for the leverage monetary technology to coach, empower which help website subscribers achieve the requirements. A member of the newest Financial Considered Committee and you may an authorized Financial PLANNER™, Nate’s desire is found on creating and you can carrying out a monetary policy for some body, parents, and you can organizations to help them read the economic possible.
Nate obtained their student training from the Saint Joseph’s College or university inside the Philadelphia along with his law studies out-of Temple College or university Beasley University from Legislation, where he had been an effective Beasley Scholar. Nate along with his partner Allison live-in Glastonbury.
Nicholas L. Naumann
Nick was a monetary Coach having Essex Financials’ Southport, Connecticut work environment. In advance of joining Essex Monetary inside the 2018, Nick arranged an extensive style of feel through the their eight year industry having Fidelity Investments’ Private Visitors Group within the Fairfield, Connecticut. Their notice is found on income generation, securing wealth, and undertaking energetic profiles to have an array of financial wants. Nick thinks an extensive economic package and resource method wade give available. The guy aims to create new foundations to own financial freedom with every individual, family members, otherwise facilities selecting a genuine fiduciary.
Nick is an avid golfer and you can already lives in Norwalk, Connecticut. He keeps good Bachelor’s training regarding Seton Hallway University’s Stillman University out of Business and the Collection 65 subscription. Simultaneously, Nick holds the state of Connecticut Life insurance coverage and you can Changeable Deals Certificates.
Kevin Nolan, CFP®
Kevin was an economic Mentor which have Essex Financials’ Southport, Connecticut office. That have almost 30 years of expertise into the Financial Services he’s got developed a thorough and well-circular history. Kevin features a b.A good. for the Business economics on University of brand new Hampshire and you will an MBA regarding Fordham University in which he was noted for an excellent end within the the field of Business economics. Kevin is additionally a certified Economic Planner™ possesses attained the new Chartered Retirement Considered Therapist designation in the College off Financial Planning.
The guy stays in Fairfield, CT together with spouse, Fran and you may 5 people. He enjoys spending time with their family relations, playing golf, skiing and you can loves lessons their children’s certain activities communities.