Anthony J. Fortuna, CRPC®
Anthony serves as a good investment Mentor and will bring more than 20 years of expertise in the financial service community to Essex Financial. He works with readers to create monetary plans predicated on the lifetime requirements. This strategy focuses on permitting his website subscribers become more confident on the handling their monetary objectives. Anthony’s areas of focus are property thought, advancing years earnings strategies, wide range maintenance, organization sequence thought, and you may taxation management steps.
W. Timothy Furgueson
Tim began his occupation in the financing industry if you’re gonna Roanoke University, employed by Grain Basic Bonds. Upon graduating, the guy inserted Smith Barney’s The new Sanctuary workplace, and much more has just, the newest Essex workplace, where the guy did because an older Collection Director and you will Monetary Think Specialist getting 16 many years. Next, Tim registered Essex Monetary where he’s were able to to get their aim of shopping for an easier way to meet up clients’ requires thanks to an assistance depending, client-centric, and you will separate economic services agency.
Kristin Elizabeth. Eco-friendly, AIF®, CRPC®
Kristin is an economic Mentor along with twenty years of expertise in the fund business. Kristin joined Essex Financial inside the es Sullivan as well as the Old age Plan Properties cluster in aiding providers clients which have handling of their employer paid senior years plans while also providing private economic attending every teams which take part. Kristin now offers full economic planning to individual subscribers and you will becoming an effective fiduciary, assists senior years package readers using their changeover into senior years. Kristin including focuses primarily on planning women and you may millennial people.
Kristin generated brand new Qualified Capital Fiduciary® (AIF®) Designation on Heart to possess Fiduciary Degree plus the Chartered Old age Believed Therapist SM (CRPC®) from the College or university out of Economic Believed. She currently holds their own 65 bonds license and County away from Connecticut Term life insurance and you may Varying Contracts Licenses.
David F. LaMay, CFP® CPWA®
Dave been their community just like the an economic Mentor in 1991. Becoming a great Fiduciary, the guy provides profile government, monetary believed and you can asking to personal, members of the family, corporate and not-for-funds subscribers.
Dave acquired their Bachelor of Technology training inside the Economic Government off Franklin Penetrate College and his awesome MBA on the College or university off Connecticut. He’s got complete supplemental knowledge applications within School from il, Unit College regarding Business, Columbia College or university additionally the Yale School out-of Management which is an excellent person in the brand new Investments & Riches Institute™
Dave is a certified Monetary Coordinator™ and you may Certified Private Wealth Coach® top-notch. The guy retains brand new Collection 65 bonds license, and the Condition regarding Connecticut Life insurance policies and you can Changeable Contracts permits.
Mixed up in neighborhood, Dave is a beneficial Middlesex Fitness, Corporator which is a working member of the outdated Saybrook Fire Service and you can Old Saybrook Ambulance Connection. Dave offered to have sixteen age since a person in the existing Saybrook Board off Financing, in addition to 10 as its president. A graduate out of Xavier Twelfth grade in Middletown, Dave served six years towards the Xavier Highschool Alumni Relationship Board from Administrators. He could be an enthusiastic Adjunct Teacher from Finance during the Central Connecticut State School.
Michael R. LaRiviere, CFP®, AIF®
He has near to two decades out-of economic properties sense. Michael’s primary attention is found on understanding the unique issues and you may objectives out-of large web really worth buyers while they bundle its monetary futures. Michael specializes in comprehensive advancing years income believed, investment believe, personal funds, taxation and you can money management.
Michael is actually an official Financial Coordinator™, an expert designation he achieved as a result of Boston University’s Top-notch Studies System. Michael in addition to holds brand new Show 7, 63 and you can 65 ties permits while the County regarding Connecticut Insurance and you can Varying Contracts Certificates. In advance of signing up for EFS, Michael spent thirteen decades that have Fidelity Assets in yaЕџlД± bekar kadД±nlar various opportunities together with that Vice president, Older Account Professional within their Private Customers Classification.