Anthony J. Fortuna, CRPC®
Anthony functions as a financial investment Mentor and you can will bring more 2 decades of expertise on economic solution community to Essex Economic. He works with customers VictoriyaClub to develop monetary preparations centered on the lifestyle desires. This plan centers around enabling his customers be much more convinced throughout the dealing with their monetary expectations. Anthony’s areas of attention become property thought, advancing years income strategies, money conservation, organization sequence thought, and you may taxation administration tips.
W. Timothy Furgueson
Tim began his profession about financial support globe if you are planning to Roanoke University, doing work for Wheat Basic Securities. On graduating, the guy inserted Smith Barney’s The new Sanctuary workplace, and more recently, this new Essex work environment, in which he worked because the an elder Collection Director and you may Financial Planning Pro for 16 age. Subsequently, Tim entered Essex Monetary in which they have managed to in order to get his purpose of interested in a better way to get to know clients’ need by way of an assistance established, client-centric, and separate financial functions business.
Kristin Age. Green, AIF®, CRPC®
Kristin is a monetary Advisor with well over two decades of expertise regarding the money globe. Kristin joined Essex Monetary for the es Sullivan and also the Retirement Plan Services people in aiding organization members having handling of the employer sponsored advancing years preparations whilst giving personal economic browsing all the employees exactly who take part. Kristin also provides full financial gonna private website subscribers and you can acting as an excellent fiduciary, facilitate senior years bundle website subscribers compliment of the change to your advancing years. Kristin as well as focuses on planning for women and you may millennial dealers.
Kristin won brand new Certified Financing Fiduciary® (AIF®) Designation on the Cardio to have Fiduciary Training additionally the Chartered Old age Thought Counselor SM (CRPC®) regarding College or university away from Monetary Planning. She currently keeps their own 65 ties license additionally the Condition of Connecticut Life insurance coverage and you will Variable Deals Certificates.
David F. LaMay, CFP® CPWA®
Dave started their community while the an economic Advisor from inside the 1991. Becoming a good Fiduciary, he brings collection management, monetary planning and asking so you can individual, family members, corporate and not-for-cash website subscribers.
Dave gotten his Bachelor from Research degree from inside the Economic Government of Franklin Pierce College or university and his awesome MBA regarding College or university regarding Connecticut. He’s done extra degree applications on School regarding Chi town, Unit School away from Business, Columbia School additionally the Yale College or university of Management that is an effective person in new Investments & Wealth Institute™
Dave is actually an official Monetary Coordinator™ and you may Authoritative Personal Riches Mentor® elite. He keeps this new Collection 65 securities licenses, additionally the County from Connecticut Life insurance and you can Changeable Contracts licenses.
Mixed up in area, Dave was an effective Middlesex Wellness, Corporator and is a working person in the old Saybrook Flame Service and you will Dated Saybrook Ambulance Association. Dave served to own 16 many years given that a member of the existing Saybrook Panel regarding Loans, and additionally ten as its president. A scholar out-of Xavier Senior high school into the Middletown, Dave offered half dozen age to the Xavier Highschool Alumni Organization Panel out of Directors. He could be an Adjunct Professor from Fund within Main Connecticut Condition School.
Michael Roentgen. LaRiviere, CFP®, AIF®
They have close to twenty years away from monetary qualities sense. Michael’s no. 1 attention is on understanding the novel questions and you can objectives out of higher net worth investors as they bundle the economic futures. Michael specializes in comprehensive retirement earnings planning, investment considered, individual finance, fees and you may wealth administration.
Michael is actually an official Financial Coordinator™, an expert designation the guy hit courtesy Boston University’s Elite group Degree Program. Michael plus holds the newest Collection 7, 63 and you will 65 ties licenses and the County from Connecticut Life insurance and you can Changeable Agreements Certificates. In advance of signing up for EFS, Michael spent thirteen ages with Fidelity Financial investments in various spots also compared to Vice-president, Elderly Membership Manager within their Personal Clients Category.