As he has actually sparetime, Nate loves to walk, read, and you can traveling

Kevin are an authorized Economic Planner (CFP®), a specialist designation the guy achieved owing to Fairleigh Dickinson University. Kevin have more than twenty five years of expertise on the economic properties world. Since the an excellent fiduciary, Kevin works with accounting firms, home believed lawyer, and you may insurance coverage expert to include independent, unbiased advice in strengthening and you will maintaining total financial arrangements having their members, that can help from inside the finding their very best monetary coming for the a taxation effective manner.

The new Specialized Economic Coordinator™ degree is the degree of perfection within the financial believed. CFP® pros satisfy tight studies, degree, and you can moral conditions, and generally are dedicated to offering the clients’ desires today to prepare all of them having a less hazardous tomorrow.

In advance of signing up for Essex Economic Properties, Kevin stored brand new titles out of Manager from Economic Considered and you may Managing Director/Individual Wide range Mentor on local Entered Money Advisory providers. Kevin has also been a vp, Regional Thought Agent getting Fidelity Assets inside the New york, Ny and several New jersey department places.

Kevin, their spouse Lori as well as their several daughters live-in Madison, CT. He could be a person in Madison Country Bar; the guy plus enjoys skiing and you can vacationing with friends, together with seeing his kids delight in lacrosse, sports, and you can moving.

Robert J. Marcinek, CFP®

Bob was an authorized Financial Coordinator™ certificant and you may keeps various securities registrations and insurance certificates. Bob’s areas include Lifetime Economic Believe, Funding Administration, Entrepreneur Considered, Money Import, and you may Property Considered. Their subscribers is several advertisers, executives, and you can entrepreneurs, each other active and you may resigned, as well as their group.

Nathaniel Morris, JD, CFP®

For over an excellent ilies to keep, plan, purchase and you can retire. He has feel a chief when you look at the leveraging monetary technical to coach, encourage and help website subscribers achieve the desires. A person in new Financial Thought Committee and you can an official Monetary PLANNER™, Nate’s attract is on creating and you will executing an economic policy for some body, parents, and you will teams to help them read its monetary possible.

Nate gained their undergraduate education in the Saint Joseph’s University within the Philadelphia and his laws training out of Temple College or university Beasley College or university off Laws, where he was a good Beasley Student. Nate and his spouse Allison inhabit Glastonbury.

Nicholas L. Naumann

Nick was a financial Advisor which have Essex Financials’ Southport, Connecticut place of work. Ahead of signing up for Essex Financial in 2018, Nick arranged a comprehensive particular feel while in the their 7 seasons profession with Fidelity Investments’ Individual Customer Class inside Fairfield, Connecticut. Their focus is found on money age group, protecting wide range, and carrying out energetic profiles having a wide range of economic requires. Nick believes a comprehensive financial package and you will resource means go hands in hand. The guy aims to build the new fundamentals to own financial liberty with every personal, nearest and dearest, otherwise facilities looking a genuine fiduciary.

Nick are an avid player and you will currently stays in Norwalk, Connecticut. He holds a great Bachelor’s knowledge out of Seton Hallway University’s Stillman College out-of Organization therefore the Collection 65 subscription. On top of that, Nick retains the state of Connecticut Coverage and you may Adjustable Deals Licenses.

Kevin Nolan, CFP®

Kevin is an economic Coach with Essex Financials’ Southport, Connecticut place of work. With almost 30 years of expertise in Monetary Services they have create an intensive and really-rounded background. Kevin has a b.Good. in the Business economics in the School of new Hampshire and you will an enthusiastic MBA out of Fordham College or university where he had been noted for the end from inside the the jeg trenger en kvinne som skal gifte seg realm of Business economics. Kevin is also a certified Monetary Planner™ features hit the newest Chartered Later years Considered Therapist designation regarding School from Economic Think.

He resides in Fairfield, CT together with his partner, Fran and you may 5 youngsters. He enjoys spending time with their loved ones, golfing, snowboarding and you will wants coaching their youngsters’ certain recreations teams.