Anthony J. Fortuna, CRPC®
Anthony functions as a financial investment Coach and you may brings more two decades of experience from the economic solution community to help you Essex Financial. He works with readers to create monetary arrangements according to their lifetime goals. This plan focuses primarily on permitting his clients become more convinced in the controlling its financial expectations. Anthony’s aspects of notice is property believed, later years income strategies, wealth maintenance, company succession think, and income tax government measures.
W. Timothy Furgueson
Tim began their occupation regarding investment industry if you find yourself attending Roanoke College, helping Grain Basic Ties. Abreast of graduating, he registered Smith Barney’s The fresh Sanctuary work environment, and recently, brand new Essex work environment, where the guy spent some time working because the an older Portfolio Movie director and you may Economic Believe Pro to possess 16 age. After that, Tim inserted Essex Financial in which he has managed to in order to get his aim of interested https://getbride.org/tr/tajikistan-kadinlari/ in an easy method in order to satisfy clients’ needs owing to a service based, client-centric, and independent monetary properties agency.
Kristin Age. Eco-friendly, AIF®, CRPC®
Kristin try a financial Coach along with twenty years of experience about fund industry. Kristin entered Essex Financial into the parece Sullivan therefore the Old-age Bundle Properties party in helping providers subscribers which have handling of its employer paid later years agreements whilst providing personal monetary browsing every teams just who engage. Kristin also provides complete monetary planning personal readers and you will acting as good fiduciary, assists later years plan readers by way of their changeover towards the retirement. Kristin as well as targets planning for feminine and you will millennial dealers.
Kristin earned the fresh Certified Financial support Fiduciary® (AIF®) Designation in the Heart having Fiduciary Education and Chartered Later years Planning Therapist SM (CRPC®) in the College regarding Monetary Planning. She currently retains her 65 bonds licenses and also the Condition regarding Connecticut Life insurance coverage and Variable Agreements Licenses.
David F. LaMay, CFP® CPWA®
Dave been his field as the a monetary Advisor in 1991. Acting as an effective Fiduciary, the guy brings portfolio management, economic considered and you can contacting in order to private, relatives, business and not-for-earnings readers.
Dave received his Bachelor from Technology education in the Financial Management of Franklin Penetrate College or university and his awesome MBA regarding the College away from Connecticut. He has got done supplemental education software at the School of il, Booth School off Company, Columbia College or university and the Yale School out-of Administration that is a great person in new Investments & Riches Institute™
Dave was a certified Financial Coordinator™ and you will Specialized Personal Wide range Mentor® elite group. The guy retains this new Show 65 bonds permit, and also the Condition away from Connecticut Life insurance coverage and you will Changeable Contracts licenses.
Active in the area, Dave try a good Middlesex Health, Corporator that will be a dynamic member of the outdated Saybrook Flames Company and you will Old Saybrook Ambulance Relationship. Dave supported getting 16 ages since the a person in the existing Saybrook Panel out-of Finance, and 10 as its president. A graduate regarding Xavier High-school for the Middletown, Dave offered half a dozen many years towards the Xavier Twelfth grade Alumni Relationship Panel away from Administrators. They are an enthusiastic Adjunct Teacher off Funds at Central Connecticut Condition College or university.
Michael R. LaRiviere, CFP®, AIF®
They have near to twenty years of monetary characteristics experience. Michael’s no. 1 appeal is found on knowing the unique questions and objectives out-of highest online worth buyers because they package the monetary futures. Michael focuses on complete old age earnings considered, financial support believe, individual funds, taxation and you can money government.
Michael try a certified Economic Coordinator™, a specialist designation the guy achieved because of Boston University’s Professional Knowledge System. Michael also keeps brand new Collection 7, 63 and 65 securities permits and the Condition out-of Connecticut Insurance and you will Variable Agreements Certificates. Prior to signing up for EFS, Michael spent 13 decades that have Fidelity Financial investments in various spots together with that Vp, Elder Membership Government within their Private Website subscribers Class.