Kevin is an official Financial Coordinator (CFP®), a professional designation he reached using Fairleigh Dickinson College or university. Kevin enjoys more twenty five years of experience in the monetary properties world. Given that a great fiduciary, Kevin works together accounting firms, home believe lawyer, and you may insurance coverage professional to incorporate separate, unbiased guidance inside building and you can maintaining full financial agreements for his website subscribers, that can help from inside the achieving their best financial coming inside the an effective taxation effective manner.

The newest Certified Financial Planner™ degree is the level of brilliance inside economic think. CFP® positives satisfy rigid studies, knowledge, and you may moral standards, and therefore are committed to serving their clients’ desires today to get ready them to possess a less hazardous the next day.

Ahead of joining Essex Financial Properties, Kevin kept the fresh titles of Manager of Monetary Considered and Controlling Director/Private Riches Advisor at regional Joined Resource Advisory providers. Kevin has also been a vice-president, Regional Thought Representative for Fidelity Assets for the New york, Ny and many Nj-new jersey department locations.

Kevin, his partner Lori in addition to their a few daughters live in Madison, CT. He or she is a member of Madison Country Bar; he and has actually snowboarding and you will vacationing with family and friends, in addition to watching his students take pleasure in lacrosse, sports, and dancing.

Robert J. Marcinek, CFP®

Bob are an authorized Financial Coordinator™ certificant and you will keeps a number of ties registrations and you will insurance rates permits. Bob’s specialties become Lives Monetary Think, Capital Management, Business owner Thought, Wide range Import, and you may Home Believe. His website subscribers tend to be numerous entrepreneurs, executives, and you can business owners, each other productive and resigned, in addition to their group.

Nathaniel Morris, JD, CFP®

For over good ilies to save, bundle, purchase and retire. He’s got become a commander inside leverage monetary tech to teach, encourage that assist customers get to its specifications. A member of the new Financial Think Committee and you may a certified Economic PLANNER™, Nate’s focus is on setting-up and you can performing a monetary arrange for people, family, and teams to help them read the economic prospective.

Nate attained his student degree on Saint Joseph’s University within the Philadelphia and his law knowledge of Forehead School Beasley University out of Legislation, in which he was a good Beasley Pupil. Nate with his spouse Allison are now living in Glastonbury.

Nicholas L. Naumann

Nick is actually a financial Coach which have Essex Financials’ Southport, Connecticut place of work. Prior to joining Essex Economic for the 2018, Nick created a thorough particular feel while in the their 7 seasons profession with Fidelity Investments’ Private Buyer Category during the Fairfield, Connecticut. Their attention is found on income age group, protecting money, and you can carrying out effective portfolios having a variety of economic desires. Nick believes a thorough monetary package and you can money method wade give available. The guy aims to build the fresh fundamentals to possess financial freedom with every individual, family members, otherwise place shopping for a genuine fiduciary.

Nick was a devoted player and currently stays in Norwalk, Connecticut. He keeps a great Bachelor’s knowledge off Seton Hall University’s Stillman College or university out of Providers and Show 65 registration. In addition, Nick retains the condition of Connecticut Term life insurance and you may Varying Agreements Permits.

Kevin Nolan, CFP®

Kevin are a financial Coach which have Essex Financials’ Southport, Connecticut place of work. Which have nearly three decades of experience in the Economic Characteristics he has got set up an extensive and you yksittГ¤iset Romania-morsiamet may really-game history. Kevin have a-b.A good. into the Economics on the College of new Hampshire and you can a keen MBA away from Fordham School where he was noted for a great completion from inside the the industry of Business economics. Kevin is also an official Financial Coordinator™ and also attained the latest Chartered Old-age Considered Counselor designation from the School out-of Economic Thought.

The guy resides in Fairfield, CT together with his wife, Fran and you will 5 people. The guy has actually hanging out with their loved ones, the game of golf, skiing and you will enjoys instructions their kids’ individuals recreations teams.