Kevin is a certified Monetary Coordinator (CFP®), a specialist designation the guy achieved due to Fairleigh Dickinson School. Kevin features more 25 years of experience regarding economic features world. Since the a great fiduciary, Kevin works together accountants, property think attorneys, and you may insurance coverage expert to add separate, objective advice in the building and maintaining comprehensive monetary plans to own their subscribers, which will help from inside the reaching their finest monetary upcoming during the good tax efficient manner.
The newest Specialized Financial Coordinator™ degree ‘s the level of excellence inside the economic believed. CFP® positives satisfy tight education, knowledge, and ethical requirements, and tend to be dedicated to helping its clients’ best interests right now to get ready them having a less dangerous tomorrow.
Before signing up for Essex Financial Attributes, Kevin held the fresh new titles out-of Director off Financial Believed and you will Handling Director/Private Riches Advisor during the local Registered Money Advisory enterprises. Kevin was also a vp, Local Planning Representative to have Fidelity Assets into the Manhattan, New york and several New jersey department towns.
Kevin, their wife Lori in addition to their one or two daughters live in Madison, CT. He could be a person in Madison Country Club; the guy including have skiing and you may vacationing with family and friends, along with seeing his kids see lacrosse, football, and you can moving.
Robert J. Marcinek, CFP®
Bob try an official Monetary Coordinator™ certificant and keeps a number of ties registrations and you can insurance licenses. Bob’s areas include Lives Economic Planning, Financing Administration, Entrepreneur Think, Wide range Transfer, and Home Think. His subscribers were several advertisers, professionals, and you will advertisers, both energetic and you will resigned, as well as their family members.
Nathaniel Morris, JD, CFP®
For more than good ilies to store, bundle, invest and you will retire. He’s got end up being a chief inside the leverage economic technology to educate, empower and help clients go the needs. A person in the Financial Think Committee and an official Economic PLANNER™, Nate’s attention is found on setting up and executing a monetary plan for somebody, group, and you will communities to assist them read the monetary potential.
Nate earned his undergraduate training at Saint Joseph’s School into the Philadelphia and his awesome laws degree off Temple School Beasley College or university away from Legislation, where he had been a great Beasley College student. Nate and his wife Allison live in Glastonbury.
Nicholas L. Naumann
Nick was a monetary Coach which have Essex Financials’ Southport, Connecticut workplace. Prior to joining Essex Monetary in the 2018, Nick establish an extensive particular experiences during the his seven 12 months job having Fidelity Investments’ Private Consumer Category during the Fairfield, Connecticut. Their desire is on earnings age bracket, securing money, and you can starting active portfolios to own many economic wants. Nick believes a thorough economic plan and you may resource strategy go hands in hand. The guy aims to create the foundations to have economic versatility with each individual, family members, or place looking a true fiduciary.
Nick try an avid player and you will already resides in Norwalk, Connecticut. The guy retains a great Bachelor’s training of Seton Hallway University’s Stillman School off Team and also the Collection 65 membership. Simultaneously, Nick holds the condition of Connecticut Life insurance policies and you can Varying Contracts Permits.
Kevin Nolan, CFP®
Kevin was a financial Coach that have Essex Financials’ Southport, Connecticut office. With nearly 3 decades of experience in Economic Services he’s build an extensive and you can better-circular records. Kevin keeps a b.A good. into the Economics regarding School of the latest Hampshire and an enthusiastic MBA off Fordham University where he was recognized for a good end during the the industry of Business economics. Kevin is even an official Monetary Coordinator™ and has hit the newest Chartered Senior years Considered Therapist designation on College or university regarding Monetary Considered.
The guy stays in Fairfield, CT together with his wife, Fran and you may 5 children. The guy have spending time with their nearest and dearest, playing golf, snowboarding and you will likes lessons their youngsters’ various sporting events communities.