Anthony J. Fortuna, CRPC®
Anthony serves as an investment Advisor and you may provides more two decades of expertise in the monetary service industry to Essex Financial. He works with website subscribers to develop economic agreements according to the lifestyle desires. This strategy targets providing their subscribers be more sure about dealing with the monetary expectations. Anthony’s aspects of notice is property planning, old age money tips, wide range maintenance, team sequence believe, and you will income tax management strategies.
W. Timothy Furgueson
Tim first started his occupation regarding financing globe if you find yourself going to Roanoke College, helping Grain First Bonds. Through to graduating, he joined Smith Barney’s The brand new Sanctuary workplace, and much more has just, the brand new Essex office, in which he spent some time working due to the fact an elder Portfolio Movie director and you may Economic Planning Pro to possess sixteen decades. After that, Tim registered Essex Monetary in which he’s were able to to obtain their purpose of interested in an easier way in order to meet clients’ needs through a support situated, client-centric, and you can independent economic features company.
Kristin Elizabeth. Environmentally friendly, AIF®, CRPC®
Kristin are a financial Advisor along with 20 years of experience regarding loans community. Kristin registered Essex Monetary during the es Sullivan plus the Retirement Plan Attributes group in helping team subscribers with management of the manager backed old-age plans whilst giving individual financial attending the employees just who engage. Kristin has the benefit of complete economic probably private clients and you will acting as an excellent fiduciary, support senior years bundle clients through its transition on senior years. Kristin as well as targets planning for feminine and you may millennial buyers.
Kristin earned brand new Qualified Money Fiduciary® (AIF®) Designation throughout the Heart getting Fiduciary Training and the Chartered Retirement Think Counselor SM (CRPC®) regarding the School away from Financial Think. She currently retains her 65 ties licenses plus the State away from Connecticut Coverage and you will Variable Deals Licenses.
David F. LaMay, CFP® CPWA®
Dave been his industry as the a monetary Advisor within the 1991. Becoming a Fiduciary, he will bring collection management, monetary believe and you can asking to private, family relations, business and never-for-earnings website subscribers.
Dave received his Bachelor off Science education within the Economic Government of Franklin Pierce College or university and his awesome MBA from the College or university off Connecticut. He’s got complete extra education applications at School away from Chicago, Booth College or university out-of Business, Columbia College together with Yale School off Management in fact it is a great person in the newest Investments & Wide range Institute™
Dave is actually a certified Financial Coordinator™ and you may Formal Individual Wide range Mentor® top-notch. He holds new Collection 65 ties license, as well as the County from Connecticut Coverage and Variable Agreements permits.
Active in the community, Dave are an effective Middlesex Wellness, Corporator and that is an active member of the outdated Saybrook Flames Institution and Dated Saybrook Ambulance Association. Dave offered getting sixteen decades since a person in the existing Saybrook Panel out-of Fund, as well as ten as the chairman. A graduate from Xavier High-school within the Middletown, Dave served six years with the Xavier Senior school Alumni Relationship Board from Directors. He’s a keen Adjunct Teacher off Money on Central Connecticut Condition College or university.
Michael R. LaRiviere, CFP®, AIF®
He’s got close to two decades out of economic functions experience. Michael’s no. 1 interest is on knowing the novel issues and you can objectives off large internet worthy of investors while they package its financial futures. Michael focuses on comprehensive old age earnings considered, money planning, personal funds kuuma musta tyttГ¶, taxes and you will money management.
Michael try a certified Economic Planner™, a specialist designation he attained thanks to Boston University’s Elite Training Program. Michael and keeps the newest Series 7, 63 and you can 65 bonds licenses plus the State off Connecticut Coverage and you can Variable Agreements Permits. Ahead of joining EFS, Michael spent thirteen decades that have Fidelity Investments in various jobs together with regarding Vice-president, Elderly Membership Administrator in their Individual Members Class.