Michael LaRiviere try an economic Coach who registered Essex Monetary for the 2013

Anthony J. Fortuna, CRPC®

Anthony serves as an investment Coach and will bring over 2 decades of expertise in the monetary solution industry to Essex Economic. The guy works closely with clients to design monetary preparations predicated on the lives requirements. This tactic centers around enabling their clients be much more sure regarding the managing the economic expectations. Anthony’s regions of desire include estate believe, old-age money steps, money conservation, company series think, and https://gorgeousbrides.net/fi/itakuusa/ income tax government steps.

W. Timothy Furgueson

Tim first started their industry from the financial support community while you are probably Roanoke College or university, helping Wheat First Ties. On graduating, he entered Smith Barney’s This new Sanctuary workplace, and much more recently, new Essex work environment, in which the guy spent some time working just like the an elderly Portfolio Movie director and Monetary Thought Pro getting 16 age. Next, Tim inserted Essex Monetary in which he has was able to attain his goal of trying to find a better way meet up with clients’ need due to an assistance built, client-centric, and you will independent economic attributes enterprise.

Kristin Elizabeth. Environmentally friendly, AIF®, CRPC®

Kristin try an economic Mentor along with 20 years of experience about loans industry. Kristin entered Essex Financial into the parece Sullivan as well as the Advancing years Bundle Functions group in assisting team members having management of their company sponsored later years preparations whilst providing individual financial attending all the staff exactly who participate. Kristin has the benefit of full monetary going to individual customers and you may becoming an excellent fiduciary, helps senior years plan subscribers because of their change on senior years. Kristin including is targeted on planning for female and you can millennial investors.

Kristin gained the new Certified Capital Fiduciary® (AIF®) Designation on the Cardiovascular system to possess Fiduciary Studies additionally the Chartered Old-age Believed Specialist SM (CRPC®) regarding the School out-of Economic Planning. She currently holds their 65 bonds licenses in addition to State out of Connecticut Insurance and you will Adjustable Agreements Permits.

David F. LaMay, CFP® CPWA®

Dave already been their industry just like the an economic Coach inside the 1991. Becoming an effective Fiduciary, the guy provides portfolio administration, financial thought and you can consulting so you can personal, loved ones, corporate and never-for-earnings subscribers.

Dave received their Bachelor from Research knowledge inside Financial Management of Franklin Penetrate School and his awesome MBA on School out of Connecticut. They have done extra studies applications from the University regarding il, Booth University off Business, Columbia School and also the Yale College or university regarding Government that’s a beneficial person in the new Opportunities & Riches Institute™

Dave is actually an official Financial Coordinator™ and Certified Private Riches Mentor® elite. The guy holds the fresh new Collection 65 ties licenses, and also the County of Connecticut Life insurance policies and you may Adjustable Deals certificates.

Involved in the neighborhood, Dave are an excellent Middlesex Health, Corporator and that’s an active person in the outdated Saybrook Fire Department and you will Dated Saybrook Ambulance Association. Dave supported to have 16 decades because the a member of the outdated Saybrook Panel out of Fund, along with 10 as the president. A scholar away from Xavier Highschool for the Middletown, Dave served six decades towards the Xavier High-school Alumni Organization Board regarding Directors. He is an enthusiastic Adjunct Professor out of Finance during the Central Connecticut County College or university.

Michael Roentgen. LaRiviere, CFP®, AIF®

He’s close to two decades out-of economic qualities experience. Michael’s number one attention is found on knowing the novel concerns and you may expectations of highest web worthy of traders while they package their financial futures. Michael focuses primarily on total advancing years income thought, investment think, personal fund, taxation and you will wide range management.

Michael try an authorized Financial Planner™, a professional designation the guy attained thanks to Boston University’s Elite Education Program. Michael as well as keeps this new Collection eight, 63 and you can 65 securities licenses plus the Condition out-of Connecticut Life insurance policies and Changeable Deals Certificates. Prior to signing up for EFS, Michael invested thirteen years that have Fidelity Financial investments in a variety of spots including that Vp, Senior Membership Executive within Individual Members Category.