Michael LaRiviere try a financial Mentor just who inserted Essex Monetary inside 2013
Anthony J. Fortuna, CRPC®
Anthony functions as a financial investment Advisor and you can provides over twenty years of experience throughout the economic services community so you can Essex Economic. He deals with customers to create economic preparations according to its lives needs. This plan is targeted on providing their clients become more confident regarding the controlling their economic expectations. Anthony’s aspects of focus become estate considered, retirement money steps, riches preservation, business series believe, and you will income tax administration steps.
W. Timothy Furgueson
Tim first started their field about financial support world while planning to Roanoke School, helping Wheat Basic Securities. Up on graduating, the guy inserted Smith Barney’s The fresh Sanctuary workplace, and has just, the newest Essex work environment, where the guy spent some time working just like the a senior Profile Movie director and you can Economic Considered Pro getting sixteen age. Then, Tim inserted Essex Financial where they have was able to for their goal of in search of an easier way to meet up clients’ requires using a help created, client-centric, and you will separate financial features firm.
Kristin E. Green, AIF®, CRPC®
Kristin is actually a financial Advisor with well over 2 decades of expertise regarding money world. Kristin registered Essex Monetary within the es Sullivan therefore the Senior years Bundle Attributes team in aiding team customers having management of their boss paid retirement agreements whilst offering individual economic probably the team who take part. Kristin even offers full monetary planning to private readers and acting as a fiduciary, support senior years package subscribers owing to the changeover towards old-age. Kristin along with centers around planning for feminine and millennial investors.
Kristin acquired brand new Qualified Investment Fiduciary® (AIF®) Designation regarding the Heart getting Fiduciary Degree as well as the Chartered Old-age Think Specialist SM (CRPC®) about College of Financial Considered. She already keeps their 65 ties licenses and Condition off Connecticut Insurance and you will Varying Deals Licenses.
David F. LaMay, CFP® CPWA®
Dave become his field as a monetary Advisor inside 1991. Becoming an effective Fiduciary, he provides profile government, financial think and you will asking to help you individual, family members, corporate and not-for-earnings website subscribers.
Dave received their Bachelor of Research degree from inside the Monetary Administration out-of Franklin Penetrate College or university with his MBA throughout the College from Connecticut. He’s got complete extra knowledge programs at the School out-of Chi town, Unit College or university regarding Providers, Columbia College therefore the Yale School away from Administration in fact it is a beneficial member of the latest Assets uruguayan morsiamen sivustot & Wide range Institute™
Dave was a certified Economic Coordinator™ and you may Specialized Personal Riches Mentor® elite group. The guy holds this new Collection 65 ties licenses, and the County away from Connecticut Term life insurance and you can Variable Deals licenses.
Involved in the area, Dave is an excellent Middlesex Fitness, Corporator and that is an active person in the existing Saybrook Flames Service and you can Old Saybrook Ambulance Relationship. Dave offered for sixteen age while the a person in the old Saybrook Board out of Funds, and additionally 10 as the president. A graduate out of Xavier Senior school from inside the Middletown, Dave offered six decades for the Xavier High-school Alumni Connection Board away from Directors. He is an Adjunct Teacher out of Finance from the Central Connecticut Condition College.
Michael Roentgen. LaRiviere, CFP®, AIF®
He’s near to 20 years out-of monetary characteristics feel. Michael’s primary interest is on understanding the unique concerns and you can objectives regarding high net value buyers while they bundle the economic futures. Michael specializes in full senior years earnings think, capital think, private fund, taxes and you will wealth administration.
Michael try an official Economic Coordinator™, a professional designation he attained because of Boston University’s Elite group Training Program. Michael together with retains the newest Show seven, 63 and you may 65 securities certificates together with County regarding Connecticut Life insurance and you can Adjustable Deals Permits. Ahead of joining EFS, Michael spent 13 ages with Fidelity Investment in a variety of jobs plus regarding Vice-president, Senior Membership Executive within Personal Readers Category.