Anthony J. Fortuna, CRPC®
Anthony serves as a financial investment Mentor and you may brings over 20 years of experience from the economic provider world so you’re able to Essex Economic. The guy works closely with website subscribers to style economic plans based on their lifestyle needs. This strategy targets enabling their members be more pretty sure throughout the controlling the financial expectations. Anthony’s regions of notice become estate considered, later years income actions, riches preservation, team series considered, and you can taxation government actions.
W. Timothy Furgueson
Tim first started his field about investment industry while you are going to Roanoke College or university, helping Wheat Earliest Securities. Upon graduating, he entered Smith Barney’s New Refuge workplace, plus has just, the new Essex work environment, where the guy worked given that an older Profile Director and you can Monetary Considered Expert to possess sixteen decades. Subsequently, Tim entered Essex Financial where he has been able to for his purpose of seeking an easy method in order to satisfy clients’ means through a service dependent, client-centric, and separate monetary services firm.
Kristin E. Environmentally friendly, AIF®, CRPC®
Kristin was a monetary Mentor with over 2 decades of experience in the fund community. Kristin inserted Essex Economic during the es Sullivan in addition to Retirement Package Features team in helping providers members which have handling of the workplace sponsored retirement preparations whilst providing personal monetary probably all staff just who participate. Kristin has the benefit of comprehensive monetary likely to personal website subscribers and acting as a great fiduciary, support later years package clients by way of the change to your old age. Kristin in addition to centers around planning feminine and you may millennial buyers.
Kristin acquired the latest Certified Investment Fiduciary® (AIF®) Designation on Cardiovascular system to possess Fiduciary Knowledge together with Chartered Advancing years Thought Specialist SM (CRPC®) in the School out of Economic Believe. She currently retains their particular 65 bonds license as well as the Condition from Connecticut Insurance and you may Changeable Deals Certificates.
David F. LaMay, CFP® CPWA®
Dave become his community because a monetary Advisor in 1991. Becoming an excellent Fiduciary, the guy will bring collection administration, monetary think and you will consulting so you’re able to personal, nearest and dearest, business and not-for-cash members.
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Dave gotten his Bachelor from Research training within the Monetary Administration off Franklin Penetrate College along with his MBA regarding the University off Connecticut. He’s complete supplemental training software at the College or university out-of Chicago, Unit University away from Providers, Columbia College or university and also the Yale University away from Administration that will be a good member of the fresh new Financial investments & Riches Institute™
Dave is actually an official Financial Planner™ and you can Formal Personal Wealth Coach® elite. The guy keeps the fresh new Series 65 bonds license, together with Condition regarding Connecticut Life insurance coverage and you will Varying Contracts permits.
Active in the area, Dave was a Middlesex Wellness, Corporator in fact it is an energetic person in the old Saybrook Fire Agencies and Old Saybrook Ambulance Association. Dave supported getting sixteen ages because the a person in the outdated Saybrook Board from Fund, as well as 10 as its chairman. A scholar off Xavier High-school in Middletown, Dave supported half dozen age towards Xavier Senior school Alumni Connection Panel of Administrators. He or she is an Adjunct Professor from Fund from the Main Connecticut County University.
Michael Roentgen. LaRiviere, CFP®, AIF®
They have close to twenty years regarding financial functions experience. Michael’s number 1 appeal is found on understanding the novel concerns and you can expectations from high net value traders as they package their monetary futures. Michael specializes in complete old-age income think, money believed, personal loans, taxation and you will wealth management.
Michael was a certified Financial Planner™, a professional designation the guy attained because of Boston University’s Top-notch Knowledge System. Michael and additionally holds the newest Collection 7, 63 and you may 65 securities permits together with Condition off Connecticut Life insurance and you will Varying Deals Licenses. Before joining EFS, Michael spent thirteen age that have Fidelity Expenditures in various roles as well as that of Vice-president, Senior Account Government within their Private Clients Category.
