Michael LaRiviere is actually an economic Mentor exactly who registered Essex Monetary in the 2013

Anthony J. Fortuna, CRPC®

Anthony serves as a good investment Mentor and you may brings over two decades of experience from the monetary services community so you can Essex Financial. The guy works with clients to develop financial plans based on the life requirements. This tactic focuses primarily on enabling his website subscribers be more pretty sure from the managing its financial objectives. Anthony’s aspects of desire are estate believe, later years money measures, riches conservation, company succession considered, and you will income tax administration measures.

W. Timothy Furgueson

Tim first started their career regarding financing world when you are planning Roanoke School, doing work for Wheat Basic Securities. On graduating, he inserted Smith Barney’s Brand new Refuge office, and recently, the fresh new Essex place of work, in which he worked as the an elder Collection Movie director and you may Financial Believe Pro having 16 age. Subsequently, Tim inserted Essex Economic where he’s were able to to get their goal of seeking a better way to satisfy clients’ means using a service situated, client-centric, and you will independent monetary functions firm.

Kristin Elizabeth. Green, AIF®, CRPC®

Kristin is an economic Advisor with well over two decades of expertise about money community. Kristin registered Essex Monetary during the parece Sullivan in addition to Retirement Bundle Features people in helping company customers having management of their employer backed retirement preparations while also offering private financial going to all of the staff just who participate. Kristin now offers total monetary going to private customers and you can becoming a good fiduciary, support advancing years plan customers compliment of their change on the old-age. Kristin as well as targets planning women and you can millennial traders.

Kristin made the newest Licensed Financial support Fiduciary® (AIF®) Designation regarding Center having Fiduciary Knowledge and also the Chartered Senior years Planning Therapist SM (CRPC®) on the College of Economic Thought. She currently keeps her 65 securities licenses in addition to State away from Connecticut Coverage and Changeable Contracts Licenses.

David F. LaMay, CFP® CPWA®

Dave come their community as a monetary Advisor from inside the 1991. Acting as a great Fiduciary, the guy will bring portfolio management, financial believed and you will contacting so you can individual, friends, corporate rather than-for-finances customers.

Dave gotten his Bachelor away from Technology degree into the Economic Management from Franklin Pierce College or university along with his MBA on the College or university from Connecticut. They have accomplished extra training apps during the School of Chicago, Booth College away from Team, Columbia University additionally the Yale College regarding Government which will be an excellent person in the newest Assets & Money Institute™

Dave try a certified Monetary Coordinator™ and you may Specialized Individual Wealth Coach® professional. The guy keeps the newest Show 65 ties licenses, in addition to County regarding Connecticut Term life insurance and you may Changeable Agreements certificates.

Active in the neighborhood, Dave try a beneficial Middlesex Health, Corporator which is a dynamic person in the old Saybrook Fire Institution and you may Old Saybrook Ambulance Connection. Dave supported to own sixteen age because the a person in the old Saybrook Panel out-of Finance, along with 10 as its chairman. A graduate out of Xavier High-school within the Middletown, Dave supported half a dozen decades for the Xavier Twelfth grade Alumni Connection Board out of Directors. He’s an Adjunct Teacher out-of Loans at the Central Connecticut State College.

Michael Roentgen. LaRiviere, CFP®, AIF®

He has got alongside 2 decades off monetary qualities feel. Michael’s primary attention is found on understanding the novel inquiries and you will objectives out-of large internet really worth investors as they plan its economic futures https://getbride.org/tr/tayvanli-kadinlar/. Michael focuses primarily on comprehensive old-age income considered, resource believed, individual fund, fees and you can wide range government.

Michael is actually a certified Economic Planner™, a specialist designation the guy hit using Boston University’s Elite Studies Program. Michael along with holds the fresh Series 7, 63 and you can 65 ties licenses as well as the Condition regarding Connecticut Life insurance and Variable Contracts Permits. Before joining EFS, Michael invested thirteen many years having Fidelity Financial investments in a variety of jobs along with that of Vice president, Elderly Membership Exec within their Private Members Category.