Kevin is actually an official Economic Coordinator (CFP®), a professional designation the guy hit by way of Fairleigh Dickinson University. Kevin has actually more 25 years of experience on economic functions world. While the an effective fiduciary, Kevin works together accounting firms, house planning attorney, and you can insurance coverage professional to add independent, objective guidance when you look at the strengthening and you can keeping total economic plans to possess their members, that will assist from inside the achieving their very best financial future during the a beneficial income tax efficient trend.

Brand new Specialized Monetary Coordinator™ qualification ‘s the degree of excellence during the economic think. CFP® advantages see tight knowledge, studies, and you may moral standards, as they are purchased serving its clients’ needs right now to prepare yourself all of them to have a more secure the next day.

Prior to joining Essex Economic Attributes, Kevin kept the new headings away from Director away from Monetary Think and you can Dealing with Director/Individual Riches Mentor at the local Inserted Resource Consultative firms. Kevin was also a vice-president, Local Planning Consultant getting Fidelity Financial investments in Manhattan, Nyc and some Nj department metropolises.

Kevin, his wife Lori in addition to their a couple of daughters sexy filipino jenter inhabit Madison, CT. He is a member of Madison Nation Bar; the guy together with has actually skiing and you may traveling with family and friends, and enjoying his high school students enjoy lacrosse, baseball, and you can dance.

Robert J. Marcinek, CFP®

Bob was a certified Financial Coordinator™ certificant and you will keeps a number of ties registrations and you can insurance coverage permits. Bob’s specialization tend to be Life Economic Think, Funding Management, Business owner Thought, Wealth Import, and you may Property Believed. His readers become a variety of business owners, managers, and you will business owners, both productive and resigned, in addition to their household.

Nathaniel Morris, JD, CFP®

For over an excellent ilies to store, plan, purchase and you can retire. He has end up being a leader inside leverage financial technical to educate, encourage that assist clients get to the desires. A member of the brand new Economic Believed Panel and you may an authorized Monetary PLANNER™, Nate’s desire is on creating and executing an economic arrange for some one, parents, and you may teams to help them understand the economic possible.

Nate acquired his student education at Saint Joseph’s College or university within the Philadelphia and his law education regarding Forehead School Beasley University out-of Legislation, where he was a beneficial Beasley Beginner. Nate with his partner Allison reside in Glastonbury.

Nicholas L. Naumann

Nick was a monetary Coach with Essex Financials’ Southport, Connecticut work environment. Prior to signing up for Essex Economic in 2018, Nick developed a thorough version of enjoy during the his seven seasons community with Fidelity Investments’ Private Consumer Classification during the Fairfield, Connecticut. His attention is found on income generation, securing wide range, and you may creating effective profiles to possess an array of economic goals. Nick thinks a thorough financial bundle and you can investment method wade hands at hand. He strives to build the latest fundamentals having financial independence with each private, loved ones, or place finding a genuine fiduciary.

Nick are an enthusiastic golfer and currently resides in Norwalk, Connecticut. The guy retains a good Bachelor’s education off Seton Hall University’s Stillman University off Company additionally the Series 65 subscription. At exactly the same time, Nick keeps the state of Connecticut Life insurance policies and you can Adjustable Contracts Certificates.

Kevin Nolan, CFP®

Kevin is a monetary Mentor with Essex Financials’ Southport, Connecticut workplace. Which have nearly thirty years of experience during the Financial Functions he has got developed a comprehensive and really-rounded background. Kevin provides a b.An effective. inside Economics in the University of brand new Hampshire and you can an MBA out-of Fordham School in which he had been recognized for a fantastic end in the the field of Business economics. Kevin is even an authorized Economic Planner™ possesses hit brand new Chartered Later years Believed Specialist designation regarding the University off Economic Thought.

The guy resides in Fairfield, CT along with his partner, Fran and you will 5 pupils. The guy provides getting together with his household members, the game of golf, snowboarding and likes training their youngsters’ certain sports communities.