As he provides free-time, Nate wants to walk, see, and you may take a trip

Kevin is a certified Monetary Planner (CFP®), a specialist designation he achieved using Fairleigh Dickinson College or university. Kevin provides more than twenty five years of experience on financial qualities industry. Because the good fiduciary, Kevin works with accounting firms, house believed attorney, and insurance specialist to provide independent, objective advice during the building and maintaining comprehensive financial plans to have his subscribers, that will help for the reaching their best financial upcoming in the a good tax productive style.

The brand new Formal Financial Planner™ qualification is the degree of excellence within the monetary planning. CFP® pros meet strict training, training, and moral requirements, and so are invested in helping its clients’ needs beste land ГҐ date en kvinne today to prepare yourself them getting a more secure the next day.

Ahead of signing up for Essex Financial Attributes, Kevin kept the titles away from Manager away from Monetary Planning and you can Controlling Director/Individual Riches Coach on local Registered Funding Consultative agencies. Kevin has also been a vp, Local Planning Agent to possess Fidelity Investments when you look at the New york, Ny and several New jersey part cities.

Kevin, his wife Lori in addition to their a couple of daughters are now living in Madison, CT. They are a member of Madison Country Club; he plus has actually snowboarding and you can traveling with friends and family, as well as enjoying their high school students enjoy lacrosse, sports, and you will dance.

Robert J. Marcinek, CFP®

Bob is an official Economic Planner™ certificant and you can holds several ties registrations and insurance coverage permits. Bob’s areas of expertise are Lifetime Economic Believe, Capital Management, Business person Considered, Wide range Transfer, and you may Home Think. Their customers were many different business owners, managers, and you can business owners, each other energetic and you may retired, as well as their household.

Nathaniel Morris, JD, CFP®

For over an excellent ilies to store, package, invest and you may retire. He has be a frontrunner during the leveraging economic technical to teach, encourage that assist customers achieve their requires. A person in new Economic Believed Committee and you may an authorized Economic PLANNER™, Nate’s interest is found on creating and you will carrying out an economic arrange for someone, group, and you may teams to assist them to see their economic prospective.

Nate earned their student studies during the Saint Joseph’s School in the Philadelphia and his awesome laws education off Temple University Beasley University off Rules, where he had been a good Beasley Beginner. Nate with his partner Allison are now living in Glastonbury.

Nicholas L. Naumann

Nick is a monetary Advisor with Essex Financials’ Southport, Connecticut place of work. Ahead of joining Essex Monetary within the 2018, Nick install an intensive form of knowledge throughout the their seven 12 months field which have Fidelity Investments’ Individual Visitors Classification when you look at the Fairfield, Connecticut. His notice is found on money generation, protecting riches, and you may performing productive portfolios for numerous economic needs. Nick thinks an intensive economic package and you will investment approach go hand at hand. The guy aims to create the newest foundations getting monetary independence with every individual, family unit members, otherwise place trying to find a genuine fiduciary.

Nick are a devoted golfer and you may already lives in Norwalk, Connecticut. The guy retains a great Bachelor’s training regarding Seton Hallway University’s Stillman School from Organization and the Collection 65 membership. In addition, Nick holds the condition of Connecticut Insurance and you will Adjustable Agreements Permits.

Kevin Nolan, CFP®

Kevin are a monetary Advisor which have Essex Financials’ Southport, Connecticut place of work. Having nearly three decades of expertise into the Monetary Properties he’s setup a thorough and you can better-game record. Kevin has actually a b.A great. inside Business economics in the College of new Hampshire and you can a keen MBA out of Fordham College or university in which he was noted for an excellent achievement during the the realm of Business economics. Kevin is additionally an official Financial Planner™ and also achieved the fresh new Chartered Later years Thought Counselor designation regarding College away from Economic Think.

He resides in Fairfield, CT along with his partner, Fran and you will 5 pupils. He has hanging out with their loved ones, playing golf, snowboarding and you may likes instruction their children’s some activities groups.