Anthony J. Fortuna, CRPC®
Anthony serves as an investment Coach and you can brings more than 2 decades of experience throughout the financial service world so you can Essex Financial. He works together members to develop economic plans based on the existence wants. This tactic focuses on enabling their customers become more pretty sure throughout the managing their economic objectives. Anthony’s aspects of interest become estate believed, advancing years money steps, riches preservation, providers series considered, and you can income tax management actions.
W. Timothy Furgueson
Tim first started their industry throughout the capital industry while you are gonna Roanoke College or university, helping Wheat Basic Bonds. Upon graduating, the guy registered Smith Barney’s New Haven workplace, and much more has just, the brand new Essex office, where he has worked while the a senior Portfolio Director and you can Monetary Think Expert having sixteen ages. Next, Tim joined Essex Economic where he has got was able to to get their goal of looking for a better way to fulfill clients’ requires using an assistance oriented, client-centric, and you can separate financial characteristics organization.
Kristin Elizabeth. Environmentally friendly, AIF®, CRPC®
Kristin try a financial Advisor with more than two decades of experience on the money world. Kristin entered Essex Financial when you look at the es Sullivan additionally the Old-age Package Characteristics team in assisting company subscribers that have handling of its company backed old age preparations whilst providing private financial likely to every professionals who engage. Kristin offers total financial going to individual website subscribers and you can becoming good fiduciary, assists old age package clients compliment of its transition on the later years. Kristin in addition to targets planning women and millennial investors.
Kristin received the Licensed Funding Fiduciary® (AIF®) Designation on the Cardiovascular system to possess Fiduciary Studies additionally the Chartered Senior years Believed Counselor SM (CRPC®) in the College off Financial Think. She already keeps their particular 65 bonds permit and the County regarding Connecticut Life insurance and you can Changeable Agreements Certificates.
David F. LaMay, CFP® CPWA®
Dave already been his career because the an economic Mentor inside 1991. Acting as a beneficial Fiduciary, he provides portfolio management, economic planning and you will asking so you can private, members of the family, corporate and never-for-cash clients.
Dave obtained his Bachelor regarding Research training when you look at the Economic Government of Franklin Pierce University along with his MBA from the College of Connecticut. He has finished extra knowledge programs during the University out-of Chicago, Booth College or university out of Company, Columbia University and also the Yale College or university out-of Administration which will be a beneficial member of new Expenditures & Wide range Institute™
Dave was an official Monetary Coordinator™ and you may Certified Individual Wealth Advisor® top-notch. The guy retains the Series 65 ties license, as well as the State from Connecticut Term life insurance and Adjustable Contracts licenses.
Active in the people, Dave was an effective Middlesex Wellness, Corporator which is an active member of the old Saybrook Flames how to marry a Uzbekistani women Department and Old Saybrook Ambulance Organization. Dave served getting sixteen many years as the a member of the old Saybrook Panel off Loans, including 10 as the president. A graduate away from Xavier Senior school when you look at the Middletown, Dave offered half dozen many years on the Xavier Senior school Alumni Relationship Panel out-of Administrators. He is a keen Adjunct Teacher of Financing at Central Connecticut County College or university.
Michael Roentgen. LaRiviere, CFP®, AIF®
They have near to 2 decades out-of economic attributes feel. Michael’s number one attract is on understanding the unique inquiries and you can objectives of highest internet worth investors while they plan its monetary futures. Michael specializes in total advancing years income believed, funding think, personal finance, taxation and you can wealth government.
Michael are a certified Economic Coordinator™, a specialist designation the guy hit compliment of Boston University’s Elite Knowledge Program. Michael also keeps the Show eight, 63 and you can 65 securities certificates additionally the County regarding Connecticut Life insurance coverage and Adjustable Deals Certificates. Ahead of signing up for EFS, Michael invested 13 age with Fidelity Expenditures in various jobs in addition to that Vice-president, Senior Account Executive in their Private Readers Class.