Anthony J. Fortuna, CRPC®
Anthony functions as a good investment Coach and will bring more twenty years of experience on monetary solution community to Essex Monetary. The guy works together with clients to style financial agreements centered on their life needs. This strategy centers on providing his members become more sure on managing their monetary expectations. Anthony’s regions of attention include house believe, old-age earnings steps, wealth preservation, business succession planning, and tax government methods.
W. Timothy Furgueson
Tim first started his profession from the financial support business while gonna Roanoke College or university, working for Wheat Basic Bonds. On graduating, the guy registered Smith Barney’s The latest Retreat office, and recently, the Essex work environment, in which the guy has worked just like the an elder Profile Manager and you may Economic Thought Specialist having 16 age. Next, Tim inserted Essex Economic where he’s was able to for his goal of finding an easy method to get to know clients’ requires by way of a service situated, client-centric, and you will independent economic functions business.
Kristin Elizabeth. Eco-friendly, AIF®, CRPC®
Kristin is a financial Mentor with well over two decades of expertise throughout the fund industry. Kristin entered Essex Financial into the es Sullivan together with Senior years Bundle Services team in aiding team subscribers that have handling of their company backed advancing years preparations whilst providing personal monetary likely to most of the staff whom take part. Kristin even offers comprehensive economic likely to private website subscribers and you will becoming a great fiduciary, support advancing years package readers thanks to the change into advancing years. Kristin and additionally concentrates on planning for feminine and you can millennial investors.
Kristin attained the latest Qualified Funding Fiduciary® (AIF®) Designation regarding the Center to possess Fiduciary Degree and the Chartered Retirement Planning Specialist SM (CRPC®) from the College or university away from Financial Believed. She currently holds her 65 securities licenses together with Condition from Connecticut Life insurance coverage and you may Variable Agreements Certificates.
David F. LaMay, CFP® CPWA®
Dave become his field while the a financial Coach in 1991. Acting as a Fiduciary, the guy brings portfolio administration, financial considered and you may consulting to help you personal, friends, corporate and never-for-cash customers.
Dave obtained his Bachelor off Research degree inside the Economic Management out of Franklin Penetrate College and his MBA on University out-of Connecticut. He’s finished extra education applications from the University off il, Unit School out-of Business, Columbia University together with Yale University out-of Administration which can be a good person in the latest Expenditures & Money Institute™
Dave is actually a certified Monetary Planner™ and Official Personal Wide range Coach® elite group. He keeps the new Collection 65 securities licenses, and County regarding Connecticut Life insurance and you can Changeable Contracts permits.
Involved in the people, Dave is actually a beneficial Middlesex Wellness, Corporator that will be an active person in the outdated Saybrook Flame Institution and Dated Saybrook Ambulance Relationship. Dave supported having sixteen age as a person in the outdated Saybrook Board regarding Fund, plus ten as the president. A scholar off Xavier Highschool from inside the Middletown, Dave served half a dozen age into Xavier Senior school Alumni Organization Board away from Directors. He could be an Adjunct Teacher regarding Funds during the Main Connecticut State College.
Michael R. LaRiviere, CFP®, AIF®
He has close to twenty years out-of financial services sense. Michael’s number 1 interest is on knowing the unique concerns and objectives regarding high websites worth dealers as they bundle their economic dominant site futures. Michael specializes in complete old age earnings think, resource believe, personal money, taxes and you will wealth government.
Michael is actually a certified Financial Coordinator™, a specialist designation he attained because of Boston University’s Top-notch Degree Program. Michael and additionally keeps the fresh new Show eight, 63 and you can 65 bonds certificates plus the County off Connecticut Life insurance coverage and you will Varying Agreements Licenses. Just before signing up for EFS, Michael spent thirteen decades having Fidelity Investments in several spots including that of Vp, Senior Membership Administrator within Personal Members Classification.