Michael LaRiviere was a monetary Coach exactly who entered Essex Financial when you look at the 2013
Anthony J. Fortuna, CRPC®
Anthony serves as an investment Coach and you will brings more than 20 years of experience on the economic services industry so you’re able to Essex Monetary. He works together with clients to develop economic preparations predicated on the lives specifications. This tactic centers on helping his members become more pretty sure from the managing its economic objectives. Anthony’s aspects of attention were house considered, senior years income strategies, wealth preservation, team series believe, and you will income tax administration tips.
W. Timothy Furgueson
Tim began his occupation in the investment industry if you find yourself planning to Roanoke University, working for Grain Very first Bonds. Through to graduating, the guy inserted Smith Barney’s The newest Haven office, and a lot more has just, the brand new Essex place of work, in which he spent some time working since the a senior Portfolio Manager and Monetary Believe Expert to possess sixteen years. After that, Tim joined Essex Economic in which he has got was able to to obtain his goal of finding an easy method to meet up clients’ requires using a service centered, client-centric, and you may independent economic characteristics firm.
Kristin Age. Eco-friendly, AIF®, CRPC®
Kristin try a monetary Mentor with more than 20 years of expertise regarding the financing globe. Kristin registered Essex Economic in es Sullivan together with Old-age Package Characteristics party in assisting company readers with management of the manager paid later years plans while also offering individual economic planning most of the employees exactly who participate. Kristin offers comprehensive economic planning individual customers and becoming a beneficial fiduciary, support later years bundle members due to the changeover into old-age. Kristin including is targeted on planning for feminine and you will millennial buyers.
Kristin obtained the new Qualified Money Fiduciary® (AIF®) Designation on the Cardio for Fiduciary Studies and the Chartered Retirement Thought Specialist SM (CRPC®) on the College or university from Financial Believed. She already keeps their 65 bonds licenses and also the County of Connecticut Insurance and you can Adjustable Contracts Permits.
David F. LaMay, CFP® CPWA®
Dave been their industry just like the a monetary Mentor in the 1991. Acting as good Fiduciary, he brings profile management, monetary thought and you will asking to help you private, relatives, corporate and not-for-profit subscribers.
Dave acquired his Bachelor out-of Technology studies during the Monetary Management regarding Franklin Enter College or university and his awesome MBA throughout the College away from Connecticut. They have completed extra degree software at School from Chicago, Unit College off Team, Columbia College additionally the Yale College out of Administration that’s an excellent person in the latest Assets & Money Institute™
Dave is an authorized Financial Coordinator™ and Authoritative Private Money Mentor® elite. The guy holds the fresh new Collection 65 securities permit, together with County of Connecticut Life insurance policies and Adjustable Contracts permits.
Mixed up in area, Dave is actually a great Middlesex Health, Corporator that will be a dynamic member of the outdated Saybrook Fire Service and you may Dated Saybrook Ambulance Relationship. Dave served to have sixteen many years once https://gorgeousbrides.net/no/skandinaviske-bruder/ the a person in the old Saybrook Panel regarding Money, along with ten as its chairman. A scholar away from Xavier Highschool inside Middletown, Dave served half dozen ages towards Xavier High school Alumni Connection Board regarding Directors. He or she is a keen Adjunct Professor out-of Fund at the Main Connecticut Condition College or university.
Michael R. LaRiviere, CFP®, AIF®
He’s got near to two decades from economic attributes experience. Michael’s no. 1 attention is found on understanding the novel concerns and expectations of large net worthy of dealers because they package its financial futures. Michael focuses on total advancing years money thought, financial support considered, personal money, fees and money management.
Michael try an authorized Monetary Planner™, a specialist designation he reached owing to Boston University’s Elite group Studies System. Michael also keeps the fresh new Collection eight, 63 and you will 65 ties permits while the Condition regarding Connecticut Life insurance and Adjustable Deals Licenses. Prior to signing up for EFS, Michael invested 13 age which have Fidelity Investments in various positions also that Vp, Elderly Membership Government within Individual Customers Group.
