Anthony J. Fortuna, CRPC®
Anthony serves as an investment Coach and you will brings over two decades of expertise about economic provider globe to Essex Economic. He works together clients to develop monetary plans predicated on its existence wants. This tactic focuses on providing his subscribers be more sure about controlling the financial objectives. Anthony’s aspects of notice become home believe, old age income tips, money preservation, organization succession believed, and you will tax government strategies.
W. Timothy Furgueson
Tim began his community on resource business when you’re planning Roanoke College, employed by Grain Earliest Securities. Upon graduating, the guy joined Smith Barney’s This new Haven place of work, and more recently, the fresh new Essex work environment, in which he spent some time working since the an older Portfolio Director and you may Monetary Believe Pro to own 16 years. Then, Tim entered Essex Monetary in which he’s been able to for his aim of looking for a better way to generally meet clients’ need through an assistance depending, client-centric, and separate financial characteristics business.
Kristin Age. Green, AIF®, CRPC®
Kristin are a monetary Mentor with well over 2 decades of expertise throughout the financing globe. Kristin entered Essex Financial for the parece Sullivan additionally the Retirement Bundle Attributes team in assisting business readers that have handling of their company sponsored later years agreements whilst providing private monetary likely to all the group exactly who take part. Kristin has the benefit of full economic going to individual website subscribers and becoming a good fiduciary, support advancing years bundle subscribers through its changeover into the senior years. Kristin including targets planning for feminine and you may millennial buyers.
Kristin generated the Accredited Financing Fiduciary® (AIF®) Designation regarding the Heart to own Fiduciary Knowledge additionally the Chartered Old-age Think Specialist SM (CRPC®) about College out of Financial Think. She currently retains their 65 ties permit plus the Condition off Connecticut Life insurance and you can Varying Agreements Permits.
David F. LaMay, CFP® CPWA®
Dave started his job as the a financial Advisor when you look at the 1991. Becoming a great Fiduciary, he brings portfolio management, financial believe and asking to personal, family unit members, corporate and not-for-cash readers.
Dave received his Bachelor of Technology degree during the Financial Government out of Franklin Penetrate College and his MBA regarding the University out-of Connecticut. He’s done supplemental knowledge applications at College or university out-of Chi town, Unit School from Team, Columbia School in addition to Yale College away from Management which can be a great member of the fresh Investment & Wide range Institute™
Dave was an official Economic Planner™ and you may Official Private Riches Advisor® elite group. The guy retains the fresh Show 65 ties licenses, while the State away from Connecticut Coverage and Variable Agreements permits.
Involved in the society, Dave are an effective Middlesex Health, Corporator in fact it is a working person in the existing Saybrook Fire Department and you will Dated Saybrook Ambulance Association. Dave offered getting sixteen many years while the a member of the existing Saybrook Board out-of Money, and additionally ten as the chairman. A scholar out-of Xavier High-school for the Middletown, Dave offered half a dozen years toward Xavier Twelfth grade Alumni Relationship Board from Directors. He is an Adjunct Professor from Fund within Central Connecticut County College or university.
Michael Roentgen. LaRiviere, CFP®, AIF®
They have next to 2 decades regarding monetary properties feel. Michael’s no. 1 attract is on knowing the unique issues and you can expectations regarding high internet well worth buyers while they package its financial futures. Michael focuses on total advancing years earnings planning, money believed, private money, taxes and you will money government.
Michael is actually an authorized Monetary Planner™, a professional designation he reached due to Boston University’s Elite group Training System. Michael and retains new Collection seven, 63 and you can 65 securities permits and the County away from Connecticut Term life insurance and you can Varying Agreements Licenses. hot Bolu girl In advance of joining EFS, Michael spent thirteen age which have Fidelity Investments in several opportunities including that of Vice-president, Older Account Exec in their Private Readers Class.