Anthony J. Fortuna, CRPC®
Anthony functions as a financial investment Mentor and you can will bring more two decades of expertise regarding the financial provider business in order to Essex Financial. The guy works together with readers to design financial preparations according to its lifetime desires. This plan focuses on providing his subscribers be more convinced on the dealing with its economic objectives. Anthony’s areas of attract include estate thought, later years money methods, money conservation, company succession think, and you may taxation management methods.
W. Timothy Furgueson
Tim began his career regarding funding world if you are gonna Roanoke College or university, employed by Wheat Very first Ties. Upon graduating, the guy joined Smith Barney’s The Retreat work environment, and much more has just, new Essex work environment, where he worked due to the fact a senior Profile Manager and you will Economic Thought Pro for sixteen many years. Subsequently, Tim joined Essex Monetary in which he has got was able to attain his purpose of finding an easy method in order to meet clients’ means compliment of an assistance depending, client-centric, and you can separate monetary characteristics corporation.
Kristin E. Green, AIF®, CRPC®
Kristin try a financial Advisor with well over 20 years of expertise in the financing industry. Kristin registered Essex Financial for the parece Sullivan as well as the Retirement Package Features cluster in helping company subscribers that have handling of the workplace backed old age agreements whilst giving individual financial gonna all of the staff which engage. Kristin even offers comprehensive economic gonna individual website subscribers and you may becoming a great fiduciary, support senior years plan clients by way of their transition for the old age. Kristin along with is targeted on planning female and you will millennial dealers.
Kristin made the Qualified Money Fiduciary® (AIF®) Designation on the Center to own Fiduciary Studies together with Chartered Old-age Believed Therapist SM (CRPC®) regarding University of Financial Thought. She already retains her 65 securities license together with Condition regarding Connecticut Life insurance and you can Variable Contracts Licenses.
David F. LaMay, CFP® CPWA®
Dave already been their occupation due to the fact a monetary Advisor during the 1991. Acting as a Fiduciary, the guy brings profile government, economic think and you will contacting to individual, family relations, corporate and never-for-profit readers.
Dave obtained his Bachelor out-of Science degree when you look at the Financial Management out-of Franklin Pierce School with his MBA throughout the University out-of Connecticut. They have complete extra studies programs in the College or university away from Chi town, Unit College or university off Team, Columbia School and the Yale University regarding Administration and is good person in the Assets & Riches Institute™
Dave try a certified Financial Planner™ and you can Specialized Personal Money Mentor® elite group. The guy holds the fresh Collection 65 securities permit, therefore the County off Connecticut Term neden burayД± denemiyorsunuz life insurance and you can Changeable Agreements certificates.
Mixed up in society, Dave are a Middlesex Wellness, Corporator which can be an active person in the existing Saybrook Flame Company and you can Dated Saybrook Ambulance Relationship. Dave offered to possess sixteen age as the a member of the outdated Saybrook Panel away from Fund, as well as 10 as the president. A graduate out of Xavier Senior high school inside the Middletown, Dave supported six ages to the Xavier High school Alumni Connection Board from Directors. They are an Adjunct Teacher away from Loans during the Main Connecticut Condition College.
Michael Roentgen. LaRiviere, CFP®, AIF®
He’s alongside 20 years out-of monetary attributes experience. Michael’s number 1 focus is on knowing the book questions and you can expectations out of highest net value investors while they bundle the financial futures. Michael focuses primarily on complete later years money believed, money believed, private finance, taxes and wide range government.
Michael is actually an official Economic Coordinator™, a professional designation the guy attained by way of Boston University’s Elite group Knowledge Program. Michael along with keeps this new Collection seven, 63 and you can 65 securities certificates and County out of Connecticut Insurance and you can Varying Contracts Certificates. Before joining EFS, Michael invested thirteen many years that have Fidelity Assets in a variety of jobs and additionally that Vp, Elderly Membership Administrator inside their Private Website subscribers Classification.
