Anthony J. Fortuna, CRPC®
Anthony functions as a financial investment Coach and you may brings more than 20 years of expertise on the financial service business to help you Essex Financial. He deals with customers to develop financial plans based on its lifetime goals. This tactic concentrates on enabling his readers be more pretty sure on the dealing with the financial objectives. Anthony’s aspects of desire are house believe, later years money measures, wide range maintenance, company sequence considered, and you can income tax management methods.
W. Timothy Furgueson
Tim began their industry regarding financing business when you’re gonna Roanoke University, working for Grain First Bonds. Upon graduating, the guy entered Smith Barney’s The fresh new Sanctuary workplace, and recently, the latest Essex place of work, where he has worked due to the fact an elder Collection Manager and you may Economic Planning Pro for 16 decades. Subsequently, Tim inserted Essex Economic in which he’s got been able thaiflirting ipuГ§larД± to in order to get his aim of selecting an easier way in order to meet clients’ needs thanks to a service situated, client-centric, and independent financial properties company.
Kristin E. Eco-friendly, AIF®, CRPC®
Kristin is actually a monetary Mentor with more than twenty years of expertise regarding funds industry. Kristin joined Essex Economic within the parece Sullivan therefore the Old-age Package Characteristics team in helping team customers with handling of their company paid advancing years agreements whilst giving individual financial going to all team exactly who engage. Kristin now offers complete economic gonna private members and becoming a beneficial fiduciary, assists old age plan members using their transition towards retirement. Kristin including focuses on planning women and you may millennial dealers.
Kristin won the Licensed Funding Fiduciary® (AIF®) Designation regarding Heart getting Fiduciary Degree together with Chartered Old age Believe Therapist SM (CRPC®) on College or university of Economic Thought. She currently keeps their own 65 securities licenses additionally the Condition regarding Connecticut Life insurance policies and you may Variable Agreements Certificates.
David F. LaMay, CFP® CPWA®
Dave been their career due to the fact an economic Coach into the 1991. Becoming a good Fiduciary, the guy brings profile government, financial think and you will contacting so you can private, loved ones, corporate rather than-for-cash members.
Dave obtained their Bachelor out of Research training into the Economic Government from Franklin Penetrate University along with his MBA throughout the College out of Connecticut. He’s got finished supplemental studies software at the College or university out of Chicago, Unit College or university away from Organization, Columbia College and the Yale University from Government and that is an excellent person in brand new Expenditures & Money Institute™
Dave is actually a certified Economic Planner™ and you may Authoritative Private Money Coach® elite. He retains the Series 65 bonds license, together with County off Connecticut Life insurance and Changeable Deals certificates.
Involved in the people, Dave are a good Middlesex Wellness, Corporator in fact it is an energetic person in the outdated Saybrook Flame Department and you will Old Saybrook Ambulance Association. Dave served to have 16 age as the a member of the existing Saybrook Board out-of Finance, plus ten as its chairman. A graduate off Xavier Senior school when you look at the Middletown, Dave offered half dozen years to your Xavier Highschool Alumni Connection Panel off Administrators. They are an Adjunct Professor off Funds during the Main Connecticut Condition College or university.
Michael R. LaRiviere, CFP®, AIF®
He has got alongside twenty years out of monetary characteristics experience. Michael’s number 1 desire is on understanding the novel concerns and objectives out-of highest internet worthy of buyers because they package their monetary futures. Michael focuses primarily on full retirement earnings think, resource planning, individual funds, fees and you can money administration.
Michael are an authorized Monetary Planner™, a professional designation the guy achieved due to Boston University’s Top-notch Training Program. Michael as well as keeps the latest Show 7, 63 and 65 ties certificates in addition to County away from Connecticut Life insurance and Variable Agreements Permits. Ahead of joining EFS, Michael spent thirteen ages having Fidelity Financial investments in various opportunities as well as that Vice president, Elder Membership Government in their Individual Subscribers Class.