Anthony J. Fortuna, CRPC®
Anthony serves as a financial investment Advisor and you will provides more twenty years of expertise throughout the financial provider world in order to Essex Economic. He works closely with members to create economic arrangements predicated on the existence requires. This tactic focuses primarily on permitting their clients be much more sure throughout the dealing with its monetary objectives. Anthony’s regions of desire tend to be property planning, later years money measures, riches maintenance, company sequence planning, and you will income tax management actions.
W. Timothy Furgueson
Tim began his career regarding the funding world if you are attending Roanoke School, helping Wheat Very first Securities. Abreast of graduating, the guy registered Smith Barney’s The fresh new Sanctuary work environment, and more recently, the fresh new Essex office, in which he did since an older Collection Manager and you will Financial Believed Expert getting sixteen years. Then, Tim joined Essex Economic where he has managed to in order to get their purpose of in search of an easy method to meet up with clients’ means due to a support oriented, client-centric, and you may independent economic features organization.
Kristin E. Eco-friendly, AIF®, CRPC®
Kristin try an economic Mentor with over two decades of experience in the fund community. Kristin registered Essex Monetary within the parece Sullivan while the Old-age Plan Services cluster in helping providers website subscribers having management of its boss sponsored senior years preparations while also providing individual economic gonna most of the professionals just who participate. Kristin also offers comprehensive economic gonna personal subscribers and you will becoming a beneficial fiduciary, assists senior years bundle customers thanks to its change to the advancing years. Kristin plus concentrates on planning for women and you will millennial dealers.
Kristin received new Accredited Money Fiduciary® (AIF®) Designation from the Cardio to have Fiduciary Degree plus the Chartered Old age Believed Counselor SM (CRPC®) regarding School regarding Monetary Think. She already holds her 65 securities license and the Condition away from Connecticut Life insurance policies and you can Adjustable Contracts Licenses.
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David F. LaMay, CFP® CPWA®
Dave already been his career as a monetary Mentor within the 1991. Acting as good Fiduciary, he brings profile administration, financial think and you can asking to private, household members, business and not-for-profit readers.
Dave received his Bachelor off Technology education inside Monetary Administration of Franklin Penetrate University and his MBA regarding University out-of Connecticut. He’s got finished extra knowledge applications in the College or university regarding il, Unit College out-of Team, Columbia College and Yale College or university away from Government in fact it is an effective member of new Investment & Wide range Institute™
Dave is actually an authorized Economic Planner™ and you can Formal Individual Money Coach® elite group. He holds the new Collection 65 bonds permit, and Condition regarding Connecticut Life insurance policies and Changeable Contracts certificates.
Involved in the neighborhood, Dave try an excellent Middlesex Fitness, Corporator that will be a dynamic person in the old Saybrook Flames Company and you can Old Saybrook Ambulance Organization. Dave offered to possess 16 decades given that a member of the existing Saybrook Board away from Funds, together with ten as its chairman. A scholar off Xavier High-school into the Middletown, Dave served six age into the Xavier High-school Alumni Association Panel from Administrators. He or she is an Adjunct Professor from Finance at Main Connecticut County College or university.
Michael Roentgen. LaRiviere, CFP®, AIF®
He’s got close to two decades from monetary services experience. Michael’s no. 1 appeal is found on understanding the unique concerns and objectives out of higher web value buyers while they plan their monetary futures. Michael specializes in total old age earnings considered, capital considered, private financing, taxation and you will wealth administration.
Michael is an authorized Financial Planner™, a professional designation he hit through Boston University’s Professional Knowledge System. Michael including keeps the newest Collection eight, 63 and you can 65 bonds certificates and also the State from Connecticut Life insurance coverage and you can Variable Agreements Certificates. Before joining EFS, Michael spent thirteen decades which have Fidelity Expenditures in various spots and that of Vp, Elder Account Exec in their Private Readers Group.
