Anthony J. Fortuna, CRPC®
Anthony functions as a financial investment Coach and you may provides more twenty years of expertise regarding monetary provider business to Essex Economic. He works together members to develop financial agreements based on their existence requirements. This strategy targets permitting his subscribers become more sure about managing the monetary objectives. Anthony’s aspects of attention tend to be home thought, later years money measures, money conservation, business series considered, and you may taxation government methods.
W. Timothy Furgueson
Tim first started his community from the financial support community when you find yourself gonna Roanoke University, employed by Grain First Ties. Upon graduating, he registered Smith Barney’s The latest Retreat workplace, and a lot more has just, the Essex place of work, in which the guy spent some time working since the an elderly Profile Movie director and you will Monetary Believed Professional to own sixteen decades. Subsequently, Tim registered Essex Economic in which they have managed to getting their aim of finding an easier way to meet clients’ requires courtesy a service built, client-centric, and you can independent monetary services business.
Kristin Age. Environmentally friendly, AIF®, CRPC®
Kristin is a monetary Mentor with over twenty years of experience throughout the financing globe. Kristin joined Essex Financial in the parece Sullivan and Old-age Bundle Qualities cluster in helping organization readers with handling of their employer backed later years arrangements whilst offering individual financial browsing the personnel exactly who engage. Kristin has the benefit of total monetary gonna individual clients and you may becoming a beneficial fiduciary, support old age package website subscribers courtesy their changeover on the advancing years. Kristin plus centers around planning female and you can millennial people.
Kristin won the fresh new Qualified Resource Fiduciary® (AIF®) Designation about Center to own Fiduciary Studies together with Chartered kissbrides.com visit this website Senior years Believe Counselor SM (CRPC®) regarding College or university out of Monetary Thought. She currently holds their particular 65 bonds licenses and the State from Connecticut Term life insurance and you may Varying Deals Certificates.
David F. LaMay, CFP® CPWA®
Dave already been their community because the an economic Coach inside the 1991. Becoming a beneficial Fiduciary, the guy brings portfolio management, economic believe and you may contacting so you’re able to individual, household members, business and not-for-earnings clients.
Dave gotten their Bachelor of Science degree for the Monetary Government out of Franklin Pierce College and his MBA regarding the College or university out-of Connecticut. He has got finished supplemental studies programs on College of Chicago, Booth College or university out of Team, Columbia College and also the Yale College out of Government and that’s an effective person in this new Investments & Riches Institute™
Dave is actually an official Economic Planner™ and you will Formal Private Riches Advisor® professional. The guy holds new Series 65 ties licenses, as well as the Condition out-of Connecticut Life insurance and you can Varying Contracts certificates.
Mixed up in society, Dave was a great Middlesex Fitness, Corporator in fact it is an energetic member of the existing Saybrook Flames Service and Dated Saybrook Ambulance Association. Dave served getting 16 years because the a person in the existing Saybrook Board from Funds, in addition to 10 as the president. A scholar out-of Xavier High school from inside the Middletown, Dave supported half dozen years towards Xavier Highschool Alumni Connection Panel from Administrators. He’s an enthusiastic Adjunct Professor regarding Money during the Central Connecticut Condition College.
Michael Roentgen. LaRiviere, CFP®, AIF®
He has alongside twenty years away from monetary attributes feel. Michael’s top notice is on knowing the unique issues and you may objectives from higher websites really worth traders because they bundle the financial futures. Michael specializes in full senior years money believe, investment considered, private money, taxation and you can riches management.
Michael are an authorized Monetary Coordinator™, a specialist designation the guy reached as a consequence of Boston University’s Top-notch Studies System. Michael and retains the brand new Series eight, 63 and you may 65 ties permits and State from Connecticut Term life insurance and you will Variable Deals Permits. Ahead of joining EFS, Michael spent thirteen ages that have Fidelity Expenditures in several roles including regarding Vice-president, Elderly Account Manager inside their Private Website subscribers Classification.