Anthony J. Fortuna, CRPC®
Anthony serves as a financial investment Advisor and you can provides over two decades of experience regarding economic provider industry in order to Essex Economic. He deals with clients to develop monetary agreements considering the existence requires. This strategy concentrates on enabling his customers be much more pretty sure throughout the controlling their monetary objectives. Anthony’s aspects of desire tend to be estate believed, old age money methods, wealth maintenance, organization succession considered, and income tax administration procedures.
W. Timothy Furgueson
Tim first started his community regarding the funding business when you find yourself probably Roanoke College or university, helping Grain Very first Securities. Abreast of graduating, he registered Smith Barney’s This new Sanctuary workplace, and a lot more recently, the latest Essex office, where the guy spent some time working because an elderly Collection Movie director and you may Monetary Believe Pro to have 16 ages. Then, Tim inserted Essex Economic in which he’s been able to to have his purpose of trying to find an easy method in order to satisfy clients’ demands compliment of a service oriented, client-centric, and you may separate economic features corporation.
Kristin Age. Environmentally friendly, AIF®, CRPC®
Kristin try a monetary Coach with more than 20 years of experience regarding the financing world. Kristin registered Essex Financial during the es Sullivan therefore the Advancing years Package Attributes cluster in aiding business members having management of their employer paid old-age plans whilst providing personal economic planning to all of the team exactly who engage. Kristin also provides complete financial probably private clients and you may acting as an excellent fiduciary, assists old age plan clients thanks to its transition into the senior years. Kristin plus focuses primarily on planning feminine and you will millennial investors.
Kristin made the Licensed Capital Fiduciary® (AIF®) Designation regarding the Cardio for Fiduciary Knowledge together with Chartered Old age Thought Counselor SM (CRPC®) about College or university away from Financial Planning. She currently keeps their own 65 securities permit and the Condition out of Connecticut Term life insurance and you can Variable Agreements Licenses.
David F. LaMay, CFP® CPWA®
Dave become his industry as the a monetary Coach when you look at the 1991. Acting as a beneficial Fiduciary, he will bring profile government, economic believe and you can consulting so you can private, members of the family, corporate rather Snap dette nettstedet than-for-profit website subscribers.
Dave obtained their Bachelor regarding Science knowledge within the Monetary Administration out-of Franklin Enter School and his MBA in the University off Connecticut. He’s completed extra studies applications in the College of Chicago, Unit University out of Company, Columbia College as well as the Yale College or university regarding Management in fact it is an effective person in the fresh Financial investments & Riches Institute™
Dave was an official Financial Coordinator™ and you will Specialized Private Wide range Mentor® elite group. The guy holds the fresh new Show 65 bonds licenses, and the State from Connecticut Term life insurance and you may Adjustable Agreements certificates.
Mixed up in people, Dave are an excellent Middlesex Wellness, Corporator that is a dynamic person in the existing Saybrook Fire Agency and you may Dated Saybrook Ambulance Connection. Dave served to own sixteen age as a person in the outdated Saybrook Board regarding Finance, in addition to 10 as the chairman. A graduate of Xavier Senior school from inside the Middletown, Dave served half a dozen age towards the Xavier Senior high school Alumni Organization Board away from Administrators. He could be an enthusiastic Adjunct Professor off Money at Central Connecticut State School.
Michael Roentgen. LaRiviere, CFP®, AIF®
He has got alongside 2 decades from economic characteristics experience. Michael’s no. 1 focus is on knowing the unique inquiries and you will expectations of high online worth traders because they bundle their monetary futures. Michael specializes in full later years earnings believe, investment believed, individual fund, taxation and money administration.
Michael was a certified Economic Coordinator™, an expert designation the guy attained compliment of Boston University’s Top-notch Studies Program. Michael in addition to keeps the latest Show eight, 63 and you will 65 bonds permits in addition to State from Connecticut Life insurance policies and you can Variable Contracts Licenses. Prior to joining EFS, Michael invested thirteen decades with Fidelity Assets in various spots including that Vice-president, Elder Membership Exec inside their Private Clients Category.