Kevin was an authorized Financial Planner (CFP®), a specialist designation the guy achieved courtesy Fairleigh Dickinson College. Kevin provides more than 25 years of expertise regarding economic features globe. Since an excellent fiduciary, Kevin works with accounting firms, property planning attorney, and you can insurance coverage pro to incorporate separate, objective guidance during the building and keeping full financial arrangements for their customers, that can help for the achieving their very best economic future inside the a beneficial tax efficient styles.
The fresh new Specialized Economic Coordinator™ degree is the level of excellence inside the monetary believed. CFP® pros see strict studies, education, and you will ethical conditions, and are also committed to providing the clients’ desires right now to prepare yourself all of them having a more secure tomorrow.
Just before signing up for Essex Financial Attributes, Kevin kept the fresh headings of Director of Monetary Planning and you will Handling Director/Individual Riches Mentor at local Joined Resource Advisory businesses. Kevin has also been a vp, Local Believed Agent having Fidelity Investment within the Manhattan, Nyc and several New jersey part places.
Kevin, his spouse Lori in addition to their one or two daughters live-in Madison, CT. They are a member of Madison Country Club; the guy as well as features skiing and you may vacationing with friends and family, together with viewing his high school students see lacrosse, football, and you may dancing.
Robert J. Marcinek, CFP®
Bob was an official Economic Planner™ certificant and you will keeps multiple ties registrations and you may insurance rates licenses. Bob’s areas are Lifestyle Monetary Thought, Resource Administration, Business person Believe, Wealth Import, and you will Home Considered. His members become numerous business owners, managers, and you can business owners, one another effective and you can retired, and their family.
Nathaniel Morris, JD, CFP®
For more than an excellent ilies to keep, bundle, dedicate and you may retire. He has feel a frontrunner during the leveraging economic technology to teach, enable and help clients achieve their goals. A member of this new Economic Believe Committee and an official Financial PLANNER™, Nate’s attract is found on creating and you may doing a financial policy for anybody, families, and you may communities to assist them to understand their economic potential.
Nate made their student degree within Saint Joseph’s College or university within the Philadelphia along with his laws education out-of Forehead University Beasley School away from Rules, in which he was a good Beasley Student. Nate along with his partner Allison live-in Glastonbury.
Nicholas L. Naumann
Nick are an economic Coach which have Essex Financials’ Southport, Connecticut workplace. Just before joining Essex Monetary for the 2018, Nick install a thorough style of knowledge throughout his 7 season career having Fidelity Investments’ Private Consumer Category from inside the Fairfield, Connecticut. Their notice is on income generation, protecting riches, and you can carrying out productive profiles to possess an array of monetary goals. Nick thinks a comprehensive economic bundle and you will financial support strategy wade give available. The guy aims to construct the latest fundamentals having economic liberty with every individual, friends, otherwise institution interested in a real fiduciary.
Nick is an avid player and already resides in Norwalk, Connecticut. The guy retains good Bachelor’s knowledge of Seton Hallway University’s Stillman College of Providers in addition to Show 65 subscription. While doing so, Nick holds the condition of Connecticut Life insurance policies and you may Varying Deals Permits.
Kevin Nolan, CFP®
Kevin are an economic Coach sivustot which have Essex Financials’ Southport, Connecticut office. That have almost thirty years of experience from inside the Financial Functions he’s got setup an intensive and you can really-round background. Kevin have a b.A great. in Business economics throughout the College or university of brand new Hampshire and you will a keen MBA out of Fordham College or university where he had been recognized for outstanding completion inside the field of Economics. Kevin is even a certified Financial Planner™ and has attained the fresh new Chartered Advancing years Thought Specialist designation regarding the College of Financial Considered.
He resides in Fairfield, CT together with partner, Fran and you may 5 children. He enjoys spending time with his relatives, golfing, skiing and you may wants training their youngsters’ individuals sports groups.