Anthony J. Fortuna, CRPC®
Anthony serves as an investment Advisor and you will brings more than 2 decades of expertise in the monetary services business so you’re able to Essex Monetary. He deals with readers to style economic preparations according to their lifetime goals. This strategy concentrates on helping their website subscribers become more pretty sure regarding the dealing with their monetary expectations. Anthony’s regions of interest is property considered, retirement money tips, wealth conservation, organization series thought, and you will taxation administration strategies.
W. Timothy Furgueson
Tim began their occupation about capital globe when you are likely to Roanoke University, helping Grain Basic Securities. Up on graduating, he entered Smith Barney’s The newest Refuge place of work, and more has just, the brand new Essex work environment, in which the guy worked given that an elderly Portfolio Movie director and you will Monetary Believe Specialist for sixteen decades. Then, Tim registered Essex Monetary in which he has got was able to getting their purpose of searching for a better way to meet clients’ need compliment of a support created, client-centric, and you can separate economic attributes company.
Kristin E. Eco-friendly, AIF®, CRPC®
Kristin try a financial Coach with well over twenty years of expertise on the finance industry. Kristin joined Essex Economic in the es Sullivan additionally the Retirement Package Attributes group in helping company clients which have handling of its employer backed old-age agreements while also offering personal financial planning all the staff whom participate. Kristin now offers total financial planning to personal clients and you may acting as good fiduciary, support senior years bundle customers compliment of their change on the senior years. Kristin also concentrates on planning women and millennial people.
Kristin made new Accredited Financing Fiduciary® (AIF®) Designation regarding the Center for Fiduciary Training and also the Chartered Retirement Believe Counselor SM (CRPC®) throughout the School away from Monetary Believed. She already retains their own 65 securities license together with State off Connecticut Coverage and you may Adjustable Agreements Certificates.
David F. LaMay, CFP® CPWA®
Dave started their career because a financial Mentor into the 1991. Acting as a beneficial Fiduciary, he brings collection management, monetary think and contacting in order to private, family members, corporate rather than-for-funds customers.
Dave obtained their Bachelor regarding Research knowledge in Economic Management regarding Franklin Penetrate University and his MBA in the College or university from Connecticut. He has got done extra education apps at the School out-of Chi town, Booth School from Providers, Columbia University and Yale University off Management which is an excellent member of this new Investments & Wide range Institute™
Dave is an official Financial Planner™ and you can Specialized Individual Money Coach® elite group. The guy keeps the fresh new Show 65 bonds permit, plus the State off Connecticut Term life insurance and Varying Deals permits.
Active in the people, Dave is actually good Middlesex Health, Corporator that is a working member of the old Saybrook Flames Agency and you will Old Saybrook Ambulance Connection. Dave offered for sixteen years because the a member of the old Saybrook Panel away from Loans, and 10 as the president. A scholar off Xavier Senior high school in Middletown, Dave served half dozen age on Xavier Senior school Alumni Relationship Board out-of Administrators. He or she is an Adjunct Teacher regarding Finance during the Main Connecticut Condition College or university.
Michael Roentgen. LaRiviere, CFP®, AIF®
They have alongside twenty years away from monetary properties experience. Michael’s number 1 focus is on understanding the novel issues and you may expectations from high online well worth buyers while they bundle its monetary futures. Michael focuses on comprehensive advancing years income thought, financing thought, private money, taxation and you may riches government.
Michael is actually an authorized Monetary Planner™, an expert designation the guy hit courtesy Boston University’s Elite group Education System. Michael together with keeps the newest Series eight, 63 and 65 securities licenses as well as the Condition out-of Connecticut Life insurance policies and you can Variable Contracts Licenses. Before joining EFS, Michael invested thirteen years that have Fidelity Investment in several opportunities and additionally that of Vice president, Older Account sexy Azerbaijani girls Executive in their Private Readers Classification.
