Kevin is an official Financial Planner (CFP®), an expert designation he hit courtesy Fairleigh Dickinson School. Kevin provides more than twenty five years of expertise in the monetary qualities globe. As a good fiduciary, Kevin works with accountants, property planning lawyer, and you will insurance rates expert to incorporate separate, unbiased recommendations during the building and maintaining total economic preparations to have their customers, that will help in the achieving their very best economic future from inside the a taxation efficient styles.
The fresh Specialized Financial Coordinator™ qualification ‘s the degree of excellence from inside the monetary believe. CFP® masters fulfill strict training, education, and you will ethical criteria, consequently they are dedicated to serving the clients’ needs today to get ready all of them getting a less hazardous the next day.
Prior to signing up for Essex Economic Properties, Kevin kept the fresh new titles out-of Director from Monetary Considered and you can Controlling Director/Personal Wealth Advisor within regional Joined Investment Advisory companies. Kevin was also a vice president, Regional Believed Agent for Fidelity Financial investments into the New york, New york and several Nj-new jersey branch metropolitan areas.
Kevin, their spouse Lori as well as their two daughters reside in Madison, CT. He’s a member of Madison Nation Bar; he along with provides skiing and you will vacationing with friends, also viewing his students take pleasure in lacrosse, basketball, and dancing.
Robert J. Marcinek, CFP®
Bob is an official Financial Planner™ certificant and holds a variety of ties registrations and insurance rates licenses. Bob’s areas are Life Monetary Think, Funding Administration, Business person Believed, Wide range Transfer, and House Believe. Their customers Evlilik iГ§in Slovakya kadД±n is various advertisers, managers, and entrepreneurs, both energetic and retired, as well as their parents.
Nathaniel Morris, JD, CFP®
For over a beneficial ilies to save, package, dedicate and you can retire. He has feel a frontrunner for the leverage economic tech to coach, enable and help customers get to their desires. A person in new Economic Thought Committee and you can a certified Economic PLANNER™, Nate’s desire is found on setting up and you may executing a financial policy for anyone, household, and you will organizations to assist them to see its economic prospective.
Nate earned his undergraduate studies at Saint Joseph’s College or university into the Philadelphia and his legislation training out of Forehead College or university Beasley School out of Legislation, in which he had been a Beasley Beginner. Nate with his wife Allison live in Glastonbury.
Nicholas L. Naumann
Nick was a financial Coach that have Essex Financials’ Southport, Connecticut workplace. Before joining Essex Economic into the 2018, Nick install an intensive brand of event through the his eight seasons profession that have Fidelity Investments’ Personal Customer Class inside Fairfield, Connecticut. Their appeal is on income age group, protecting money, and you may carrying out active portfolios to own a variety of economic requirements. Nick believes an extensive financial bundle and you can financing means go hand available. He aims to construct new foundations having monetary liberty with every individual, friends, otherwise institution wanting a real fiduciary.
Nick is a devoted golfer and currently stays in Norwalk, Connecticut. The guy retains good Bachelor’s knowledge from Seton Hall University’s Stillman School out of Business in addition to Show 65 subscription. At the same time, Nick holds the state of Connecticut Life insurance and Variable Contracts Licenses.
Kevin Nolan, CFP®
Kevin is a monetary Advisor with Essex Financials’ Southport, Connecticut place of work. With nearly 30 years of experience in Monetary Qualities he’s got establish an extensive and you may well-round history. Kevin keeps a b.Good. in Business economics regarding School of new Hampshire and you may a keen MBA out of Fordham School where he had been noted for the achievement during the the industry of Business economics. Kevin is additionally an official Economic Coordinator™ and has now reached the brand new Chartered Advancing years Believe Specialist designation on University off Monetary Planning.
The guy resides in Fairfield, CT together with his partner, Fran and you can 5 youngsters. He enjoys getting together with his family members, golfing, skiing and you can loves lessons his kids’ various activities groups.