When he have free-time, Nate likes to walk, see, and travelling
When he have free-time, Nate likes to walk, see, and travelling

Kevin is actually a certified Monetary Planner (CFP®), an expert designation the guy attained by way of Fairleigh Dickinson School. Kevin keeps over twenty five years of experience on economic attributes industry. Given that an effective fiduciary, Kevin works closely with accounting firms, estate considered lawyer, and insurance rates pro to incorporate separate, unbiased recommendations inside building and keeping complete financial arrangements having his members, that can help for the gaining their very best financial upcoming into the an effective tax successful fashion.

Brand new Official Monetary Planner™ degree 's the amount of excellence in financial believed. CFP® experts meet tight education, degree, and you will moral standards, as they are purchased helping their clients' best interests right now to prepare them getting a more secure the next day.

Ahead of joining Essex Economic Attributes, Kevin stored the fresh titles out of Director regarding Economic Believed and you may Managing Director/Individual Wide range Mentor at the local Joined Money Advisory providers. Kevin has also been a vice president, Regional Planning Agent having Fidelity Opportunities when you look at the New york, Ny and several Nj part cities.

Kevin, his partner Lori as well as their one or two daughters inhabit Madison, CT. He's a person in Madison Country Club; the guy in addition to possess snowboarding and you can traveling with friends, plus watching his kids see lacrosse, soccer, and you can moving.

Robert J. Marcinek, CFP®

Bob is actually an authorized Monetary Coordinator™ certificant and you can keeps various ties registrations and you may insurance rates licenses. Bob's areas tend to be Lifestyle Financial Believed, Financial support Management, Business owner Planning, Wealth Transfer, and you can Estate Planning. Their website subscribers are many different entrepreneurs, executives, and business owners, both productive and you can retired, as well as their family.

Nathaniel Morris, JD, CFP®

For more than a great ilies to save, package, purchase and retire. They have getting a frontrunner from inside the leveraging monetary technical to coach, enable that assist members reach the requirements. A member of brand new Economic Considered Committee and you may an authorized Financial PLANNER™, Nate's desire is on setting up and performing an economic policy for people, family members, and organizations to assist them to discover the monetary potential.

Nate obtained his undergraduate education at the Saint Joseph's College or university inside the Philadelphia along with his rules degree off Temple School Beasley College or university off Law, in which he was an excellent Beasley College student. Nate with his spouse Allison are now living in Glastonbury.

Nicholas L. Naumann

Nick is a financial Advisor that have Essex Financials' Southport, Connecticut office. Ahead of joining Essex Financial in 2018, Nick put up a comprehensive style of experience during the his seven seasons job that have Fidelity Investments' Personal Consumer Group from inside the Fairfield, Connecticut. Their interest is on earnings age group, protecting riches, and you can carrying out productive profiles to own numerous financial requirements. Nick believes a comprehensive financial bundle and financial support method go hands in hand. The guy strives to construct the fundamentals to have financial are Melitopol women easy to pick up freedom with each personal, family members, or institution shopping for a genuine fiduciary.

Nick is actually an enthusiastic player and you may already resides in Norwalk, Connecticut. He holds good Bachelor's studies regarding Seton Hall University's Stillman College regarding Providers plus the Series 65 membership. As well, Nick holds the state of Connecticut Life insurance policies and you will Adjustable Deals Permits.

Kevin Nolan, CFP®

Kevin is actually a monetary Advisor that have Essex Financials' Southport, Connecticut work environment. That have nearly thirty years of expertise inside the Economic Functions he's created a comprehensive and you can really-game record. Kevin has a b.A. inside Business economics throughout the College or university of brand new Hampshire and you may an enthusiastic MBA away from Fordham College or university in which he was recognized for a great conclusion within the the realm of Economics. Kevin is additionally a certified Economic Planner™ and has now attained the new Chartered Later years Think Specialist designation on the College away from Financial Think.

He stays in Fairfield, CT together with his spouse, Fran and you will 5 pupils. He keeps getting together with his nearest and dearest, golfing, skiing and you will wants sessions his kids' individuals recreations teams.

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