As he keeps leisure time, Nate likes to walk, comprehend, and you can travel
Kevin try an official Monetary Planner (CFP®), a professional designation he achieved compliment of Fairleigh Dickinson College or university. Kevin have more than 25 years of expertise about monetary qualities community. Since the a great fiduciary, Kevin works closely with accounting firms, estate believe attorney, and you can insurance policies professional to incorporate independent, unbiased advice inside the building and you can keeping comprehensive financial agreements to have their website subscribers, that can help in finding their best monetary future in a great income tax effective style.
The fresh Formal Economic Planner™ degree is the level of excellence when you look at the monetary think. CFP® gurus satisfy rigorous education, studies, and ethical standards, and are generally invested in helping the clients’ desires today to ready yourself them for a less dangerous tomorrow.
Just before joining Essex Monetary Qualities, Kevin held the latest titles out-of Movie director of Monetary Planning and you can Managing Director/Private Wide range Advisor within local Inserted Financial support Advisory companies. Kevin was also a vice president, Regional Believe Agent having Fidelity Financial investments inside New york, Ny and many Nj department metropolises.
Kevin, his partner Lori in addition to their a few daughters live-in Madison, CT. They are a member of Madison Nation Club; he plus provides snowboarding and you will traveling with relatives and buddies, together with seeing his high school students delight in lacrosse, soccer, and dance.
Robert J. Marcinek, CFP®
Bob was an authorized Financial Planner™ certificant and you may holds various securities registrations and you will insurance rates licenses. Bob’s specialization are Life Financial Considered, Financial support Administration, Business owner Think, Riches Import, and you can House Believe. (още…)