Anthony J. Fortuna, CRPC®
Anthony serves as a good investment Advisor and you can brings over two decades of experience on financial service industry to help you Essex Economic. The guy works together with subscribers to style financial plans based on the lifetime specifications. This tactic centers around permitting his website subscribers become more convinced throughout the handling its economic objectives. Anthony’s areas of interest are home planning, old age earnings steps, money conservation, business sequence considered, and you may tax management measures.
W. Timothy Furgueson
Tim first started their occupation in the funding industry while you are browsing Roanoke College or university, doing work for Wheat Very first Ties. Up on graduating, he joined Smith Barney’s The new Retreat workplace, and has just, this new Essex work environment, where he did as the an older Collection Movie director and you will Economic Thought Specialist to own sixteen age. After that, Tim entered Essex Economic in which he has managed to receive his purpose of searching for a better way to meet clients’ needs as a consequence of an assistance based, client-centric, and separate economic attributes corporation.
Kristin Age. Eco-friendly, AIF®, CRPC®
Kristin are an economic Advisor along with 20 years of expertise from the money community. Kristin inserted Essex Financial inside parece Sullivan additionally the Old-age Package Characteristics group in helping team subscribers having handling of their boss paid later years plans while also giving personal monetary browsing the teams who engage. Kristin also provides comprehensive economic attending private readers and you will becoming a good fiduciary, support senior years plan customers by way of their transition to your retirement. Kristin and additionally centers around planning for feminine and you will millennial traders.
Kristin earned the fresh Licensed Capital Fiduciary® (AIF®) Designation regarding the Cardiovascular system for Fiduciary Education together with Chartered Old age Thought Specialist SM (CRPC®) regarding the College or university of Financial Believed. She currently holds their unique 65 bonds permit additionally the State off Connecticut Life insurance policies and you will Adjustable Deals Licenses.
David F. LaMay, CFP® CPWA®
Dave started Naviger til nettstedet his occupation since the a financial Mentor inside the 1991. Becoming a Fiduciary, he brings portfolio government, economic believe and you can contacting so you’re able to personal, nearest and dearest, business rather than-for-cash clients.
Dave gotten their Bachelor off Technology education for the Economic Management from Franklin Pierce College or university and his MBA about College out of Connecticut. He has complete extra education software in the University off Chicago, Booth School away from Organization, Columbia School together with Yale College or university out-of Administration which will be a good person in new Expenditures & Money Institute™
Dave was an official Financial Coordinator™ and Official Private Wealth Mentor® professional. He holds the new Collection 65 bonds license, and County from Connecticut Life insurance coverage and you may Changeable Deals certificates.
Involved in the area, Dave is actually a beneficial Middlesex Health, Corporator that is an energetic member of the old Saybrook Flames Company and you can Dated Saybrook Ambulance Relationship. Dave offered for 16 decades just like the a person in the existing Saybrook Panel away from Fund, also 10 as the chairman. A scholar of Xavier High school in Middletown, Dave served half a dozen ages towards Xavier Senior school Alumni Relationship Board away from Directors. He or she is an Adjunct Professor of Finance in the Main Connecticut State University.
Michael R. LaRiviere, CFP®, AIF®
He has alongside 20 years away from economic functions sense. Michael’s number one focus is found on understanding the unique issues and objectives out-of highest net worth buyers because they bundle their financial futures. Michael focuses primarily on comprehensive old age money believe, money thought, individual money, fees and wealth government.
Michael is an authorized Financial Coordinator™, a specialist designation the guy attained compliment of Boston University’s Elite Training System. Michael also holds the fresh Series seven, 63 and you will 65 securities certificates together with County off Connecticut Term life insurance and you can Variable Contracts Licenses. Just before joining EFS, Michael spent 13 age which have Fidelity Investments in several roles and additionally that Vp, Elderly Account Government within their Individual Readers Group.