Anthony J. Fortuna, CRPC®
Anthony serves as a good investment Advisor and you can provides over two decades of experience regarding the monetary service industry so you’re able to Essex Financial. The guy works together with members to develop economic plans considering the lifestyle wants. This plan concentrates on enabling his customers be much more pretty sure in the dealing with their economic expectations. Anthony’s aspects of attention include estate planning, old age income actions, wealth preservation, company sequence believe, and tax government steps.
W. Timothy Furgueson
Tim first started his occupation about investment globe when you find yourself going to Roanoke College or university, helping Grain Basic Securities. lГ¤hde www-linkki Upon graduating, he inserted Smith Barney’s The latest Haven workplace, and more has just, new Essex office, in which he did since an elder Profile Director and you may Economic Considered Professional having sixteen years. Subsequently, Tim joined Essex Monetary where he has got managed to to have his purpose of looking for an easy method to meet up clients’ need because of a support founded, client-centric, and you may separate financial attributes organization.
Kristin Elizabeth. Eco-friendly, AIF®, CRPC®
Kristin are a financial Mentor with over 20 years of experience from the loans world. Kristin inserted Essex Economic within the es Sullivan and also the Old-age Bundle Characteristics group in helping company members that have management of the manager backed later years agreements while also providing private economic probably the group exactly who participate. Kristin also offers complete financial going to personal members and you can acting as a great fiduciary, helps old-age plan subscribers compliment of their change into the retirement. Kristin together with centers around planning female and millennial people.
Kristin received the fresh new Licensed Resource Fiduciary® (AIF®) Designation about Heart having Fiduciary Studies in addition to Chartered Old age Considered Therapist SM (CRPC®) about University out of Monetary Believed. She already keeps their particular 65 ties license plus the County away from Connecticut Life insurance and you may Adjustable Deals Licenses.
David F. LaMay, CFP® CPWA®
Dave started his community since an economic Advisor in 1991. Acting as an excellent Fiduciary, he will bring portfolio government, financial considered and you may contacting to help you individual, friends, business and never-for-money customers.
Dave gotten his Bachelor out of Research knowledge from inside the Economic Government from Franklin Pierce College or university and his awesome MBA throughout the College or university away from Connecticut. He’s completed extra studies software at the College or university from Chi town, Booth University off Company, Columbia College or university and the Yale School from Government which will be a good member of new Expenditures & Wide range Institute™
Dave try a certified Economic Coordinator™ and you can Certified Personal Money Advisor® elite. He holds the latest Collection 65 ties permit, and also the State out-of Connecticut Insurance and you may Variable Agreements permits.
Involved in the community, Dave is a Middlesex Fitness, Corporator and is an active person in the existing Saybrook Fire Service and you will Old Saybrook Ambulance Connection. Dave served to own 16 years given that a person in the outdated Saybrook Panel out of Funds, in addition to ten as the chairman. A scholar out of Xavier Senior high school during the Middletown, Dave served half dozen decades to the Xavier Highschool Alumni Connection Panel of Directors. He or she is an Adjunct Professor out of Fund within Main Connecticut State College or university.
Michael R. LaRiviere, CFP®, AIF®
He’s got alongside twenty years off economic functions experience. Michael’s number one appeal is on knowing the unique concerns and objectives from highest websites worthy of investors because they bundle its monetary futures. Michael specializes in complete retirement earnings thought, capital considered, private financing, fees and you may wealth management.
Michael is an authorized Monetary Planner™, an expert designation he reached thanks to Boston University’s Elite Training Program. Michael and keeps the Collection seven, 63 and you will 65 securities licenses and also the Condition of Connecticut Term life insurance and you may Varying Deals Certificates. Prior to joining EFS, Michael spent thirteen years having Fidelity Investment in several roles as well as regarding Vice-president, Senior Membership Manager in their Private Subscribers Class.