As he has leisure time, Nate likes to walk, understand, and you can travel

Kevin is actually a certified Financial Coordinator (CFP®), an expert designation the guy attained through Fairleigh Dickinson College. Kevin provides more than twenty five years of experience on monetary properties business. Given that an effective fiduciary, Kevin works together with accounting firms, estate considered attorney, and you can insurance rates professional to add separate, unbiased pointers when you look at the strengthening and maintaining total economic preparations having his customers, which will help when you look at the finding their very best financial future in the an excellent taxation productive trends.

The fresh Specialized Economic Planner™ degree is the degree of brilliance into the monetary believe. CFP® positives satisfy rigid education, education, and moral standards, and are also invested in helping the clients’ needs today to prepare them getting a less hazardous tomorrow.

Ahead of joining Essex Economic Properties, Kevin stored the latest headings off Manager away from Monetary Believe and you may Handling Director/Private Riches Mentor from the regional Entered Financing Consultative enterprises. Kevin has also been a vice-president, Regional Believed Associate getting Fidelity Opportunities for the New york, Ny and some New jersey part cities.

Kevin, his wife Lori in addition to their one or two daughters live in Madison, CT. They are a member of Madison Country Bar; the guy as well as possess snowboarding and you can traveling with friends, along with enjoying their high school students see lacrosse, baseball, and you may dance.

Robert J. Marcinek, CFP®

Bob try an official Financial Coordinator™ certificant and you will retains some ties registrations and you can insurance coverage licenses. Bob’s specialization become Existence Financial Thought, Resource Administration, Business person Considered, Wealth Import, and you can Estate Planning. Their subscribers are many business owners, executives, and you will entrepreneurs, each other energetic and you will resigned, and their family.

Nathaniel Morris, JD, CFP®

For over good ilies to keep, bundle, dedicate and you can retire. He’s got be a frontrunner in leverage economic technology to educate, empower and help members get to its wants. A person in the fresh new Monetary Believed Panel and you will a certified Financial PLANNER™, Nate’s appeal is on establishing and you will doing a financial arrange for some one, families, and organizations to enable them to discover the financial possible.

Nate acquired his student training in the Saint Joseph’s School within the Philadelphia along with his legislation studies of Forehead School Beasley College or university out-of Legislation, in which he was a Beasley College student. Nate along with his spouse Allison live-in Glastonbury.

Nicholas L. Naumann

Nick are a monetary Coach with Essex Financials’ Southport, Connecticut office. Prior to joining Essex Economic from inside the 2018, Nick establish an intensive types of enjoy during his eight seasons job having Fidelity Investments’ Personal Buyer Classification inside Fairfield, Connecticut. His desire is found on income age group, securing wealth, and you may carrying out energetic portfolios to own a variety of monetary goals. Nick believes an intensive financial bundle and you may financial support approach go hands at hand. He strives to construct the foundations for economic freedom with each personal, relatives, otherwise facilities wanting a genuine fiduciary.

Nick are a devoted golfer and you can already resides in Norwalk, Connecticut. The guy holds a beneficial Bachelor’s education out of Seton Hall University’s Stillman College regarding Organization in addition to Show 65 membership. Likewise, Nick holds the state of Connecticut Term life insurance and you may Variable Contracts Certificates.

Kevin Nolan, CFP®

Kevin try a financial Advisor with Essex Financials’ Southport, Connecticut workplace. Having nearly thirty years of expertise inside Financial Services he has got put up an extensive and you will really-game history. Kevin provides a b.An excellent. when you look at the Economics throughout the College of new Hampshire and an MBA from Fordham University in which he was recognized for outstanding conclusion inside the field of Business economics. Kevin is even an official Economic https://kissbrides.com/tr/zoosk-inceleme/ Coordinator™ and has attained the newest Chartered Later years Believe Therapist designation regarding School out-of Financial Thought.

The guy lives in Fairfield, CT together with his partner, Fran and 5 youngsters. The guy have getting together with their relatives, playing golf, skiing and you will likes training his youngsters’ individuals sporting events teams.