Anthony J. Fortuna, CRPC®
Anthony serves as an investment Coach and you can will bring more than hvordan du sletter SingleSlavic-konto 2 decades of experience from the financial solution business in order to Essex Economic. He works with website subscribers to create monetary arrangements predicated on their lifestyle requires. This strategy is targeted on permitting his members become more convinced regarding handling its monetary expectations. Anthony’s aspects of interest were home planning, advancing years income strategies, wide range maintenance, providers succession thought, and you may income tax government methods.
W. Timothy Furgueson
Tim first started their job regarding investment business while gonna Roanoke College or university, working for Grain Earliest Ties. Abreast of graduating, the guy registered Smith Barney’s Brand new Sanctuary work environment, plus recently, this new Essex workplace, where he worked because an older Portfolio Manager and you may Economic Believe Expert to possess 16 ages. After that, Tim inserted Essex Financial in which he’s got managed to getting his aim of in search of an easy method to satisfy clients’ needs thanks to a help created, client-centric, and separate economic qualities enterprise.
Kristin Elizabeth. Environmentally friendly, AIF®, CRPC®
Kristin try a monetary Advisor with well over two decades of experience on funds industry. Kristin joined Essex Financial inside parece Sullivan in addition to Old-age Bundle Characteristics party in aiding company customers having handling of its boss sponsored retirement arrangements whilst giving individual monetary going to all the teams who participate. Kristin offers complete financial gonna private readers and you may acting as good fiduciary, facilitate old age plan customers courtesy its transition into the old age. Kristin including targets planning feminine and you will millennial people.
Kristin received the Licensed Funding Fiduciary® (AIF®) Designation from the Center to own Fiduciary Training in addition to Chartered Advancing years Believed Therapist SM (CRPC®) on University off Financial Believe. She currently retains their own 65 ties permit plus the State out of Connecticut Life insurance policies and you may Adjustable Deals Certificates.
David F. LaMay, CFP® CPWA®
Dave started their field since a monetary Advisor in the 1991. Becoming an effective Fiduciary, he will bring collection government, monetary planning and you can contacting to help you individual, household members, corporate rather than-for-earnings website subscribers.
Dave obtained his Bachelor of Technology studies inside Economic Management away from Franklin Pierce University with his MBA regarding College from Connecticut. He has got complete supplemental training applications in the School of Chicago, Unit College off Company, Columbia School and also the Yale School regarding Management which will be a great person in the fresh Investment & Money Institute™
Dave try an official Economic Coordinator™ and you can Specialized Private Riches Coach® elite group. The guy keeps the new Show 65 securities permit, therefore the Condition out-of Connecticut Life insurance policies and Adjustable Agreements licenses.
Involved in the people, Dave is a good Middlesex Fitness, Corporator that will be a dynamic member of the old Saybrook Flame Institution and you may Old Saybrook Ambulance Relationship. Dave offered having sixteen ages because a person in the outdated Saybrook Board off Finance, also ten as the chairman. A scholar off Xavier High-school in Middletown, Dave served six many years toward Xavier Senior school Alumni Relationship Panel from Administrators. He’s an enthusiastic Adjunct Professor out-of Finance on Main Connecticut State College.
Michael R. LaRiviere, CFP®, AIF®
He has alongside two decades out of monetary characteristics feel. Michael’s number one focus is on understanding the unique issues and you may expectations from high online well worth investors because they plan its financial futures. Michael focuses primarily on comprehensive senior years income think, financing thought, private financing, taxes and riches government.
Michael try a certified Financial Coordinator™, a specialist designation he reached courtesy Boston University’s Elite group Degree Program. Michael and additionally keeps the Series 7, 63 and you can 65 securities licenses as well as the State away from Connecticut Life insurance policies and you will Adjustable Contracts Licenses. Before joining EFS, Michael invested 13 age having Fidelity Assets in a variety of positions together with compared to Vice-president, Older Membership Professional inside their Personal Members Class.