Anthony J. Fortuna, CRPC®
Anthony functions as an investment Mentor and you may will bring more than twenty years of expertise in the financial provider community in order to Essex Monetary. The guy works with subscribers to style financial arrangements predicated on the lifetime goals. This plan concentrates on enabling his members become more sure on the dealing with their monetary expectations. Anthony’s regions of focus tend to be home believed, old-age earnings measures, money preservation, business sequence believe, and you may tax government methods.
W. Timothy Furgueson
Tim began their job about capital business if you find yourself attending Roanoke College or university, doing work for Grain Very first Securities. On graduating, he entered Smith Barney’s This new Haven office, and much more has just, the Essex work environment, where he did given that a senior Profile Director and Economic Think Pro for sixteen ages. Subsequently, Tim entered Essex Monetary in which they have been able to for their purpose of wanting an easy method to meet up clients‘ demands because of a service oriented, client-centric, and you may separate monetary attributes organization.
Kristin Elizabeth. Green, AIF®, CRPC®
Kristin is an economic Advisor with more than two decades of experience regarding financing globe. Kristin inserted Essex Economic inside es Sullivan additionally the Retirement Bundle Properties team in assisting providers clients which have management of the workplace paid retirement arrangements whilst providing personal financial browsing every teams who take part. Kristin now offers comprehensive economic probably individual members and you will acting as a beneficial fiduciary, facilitate old-age package members by way of their transition toward retirement. Kristin including concentrates on planning feminine and millennial people.
Kristin received the Licensed Money Fiduciary® (AIF®) Designation from the Cardiovascular system to own Fiduciary Education while the Chartered Retirement Believed Therapist SM (CRPC®) about University from Financial Believe. She currently keeps their particular 65 ties license plus the Condition off Connecticut Life insurance policies and Changeable Deals Certificates.
David F. LaMay, CFP® CPWA®
Dave come his profession once the an economic Mentor for the 1991. Becoming a beneficial Fiduciary, he provides collection management, economic think and you can consulting so you’re able to individual, family unit members, corporate and not-for-finances clients.
Dave received his Bachelor of Science studies inside Economic Administration out of Franklin Pierce School and his MBA in the College away from Connecticut. They have accomplished supplemental degree applications from the University of il, Unit College or university regarding Company, Columbia University as well as the Yale College or university regarding Administration that’s a beneficial member of the brand new Opportunities & Wide range Institute™
Dave are an official Economic Coordinator™ and you may Official Individual Wealth Coach® top-notch. The guy holds the newest Collection 65 ties license, as well as the County regarding Connecticut Term life insurance and you will Changeable Agreements permits.
Mixed up in people, Dave was a beneficial Middlesex Wellness, Corporator that is an energetic member of https://getbride.org/tr/asyali-kadinlar/ the old Saybrook Fire Agency and you may Old Saybrook Ambulance Relationship. Dave supported having 16 decades given that a member of the old Saybrook Board from Fund, and additionally ten as the president. A graduate out-of Xavier Highschool within the Middletown, Dave served half a dozen age to your Xavier High school Alumni Connection Board out-of Directors. He’s an Adjunct Professor of Loans at Central Connecticut State College.
Michael R. LaRiviere, CFP®, AIF®
He has got close to 20 years away from monetary functions sense. Michael’s number one desire is on knowing the novel concerns and you may objectives away from higher websites really worth buyers because they package the financial futures. Michael focuses primarily on complete old age money think, capital considered, personal fund, taxation and you may riches administration.
Michael was an authorized Financial Planner™, an expert designation he achieved thanks to Boston University’s Elite Degree Program. Michael together with retains the newest Series 7, 63 and you will 65 securities certificates additionally the County off Connecticut Term life insurance and you can Adjustable Contracts Certificates. In advance of joining EFS, Michael invested thirteen age which have Fidelity Opportunities in a variety of opportunities in addition to that of Vice-president, Elderly Account Executive within their Individual Clients Category.
