Anthony J. Fortuna, CRPC®

Anthony serves as an investment Coach and you will provides more two decades of experience on economic services business in order to Essex Financial. The guy works with subscribers to create monetary preparations centered on their existence requirements. This tactic targets enabling his customers become more confident in the managing the monetary expectations. Anthony’s areas of focus become home thought, retirement earnings strategies, money conservation, team series think, and you will income tax government tips.

W. Timothy Furgueson

Tim first started his career on resource business if you find yourself planning Roanoke College or university, employed by Wheat First Bonds. Upon graduating, the guy joined Smith Barney’s This new Retreat place of work, and has just, the latest Essex workplace, in which the guy spent some time working because the an elder Portfolio Movie director and you can Monetary Considered Expert to have sixteen decades. Subsequently, Tim joined Essex Economic where he has been able to receive their purpose of seeking an easy method to generally meet clients’ demands thanks to an assistance centered, client-centric, and you will independent economic functions firm.

Kristin Age. Green, AIF®, CRPC®

Kristin are a financial Mentor along with two decades of experience on financing business. Kristin joined Essex Monetary within the parece Sullivan and the Retirement Plan Qualities team in assisting business subscribers with management of the workplace backed later years arrangements while also providing personal monetary planning to all the professionals exactly who participate. Kristin offers complete financial planning personal readers and you may becoming a beneficial fiduciary, support senior years plan customers compliment of the transition with the old age. Kristin along with centers on planning women and you can millennial investors.

Kristin acquired the brand new Qualified Financial support Fiduciary® (AIF®) Designation about Cardiovascular system to own Fiduciary Training therefore the Chartered Later years Considered Therapist SM (CRPC®) on the why sre Salto women pretty College or university out-of Monetary Think. She currently keeps their own 65 bonds license additionally the County away from Connecticut Coverage and Adjustable Agreements Licenses.

David F. LaMay, CFP® CPWA®

Dave become his job while the a financial Coach inside 1991. Becoming an effective Fiduciary, he brings portfolio administration, financial considered and consulting so you can personal, friends, business rather than-for-cash readers.

Dave received his Bachelor away from Research knowledge inside the Economic Management off Franklin Enter University along with his MBA in the University away from Connecticut. He has got accomplished supplemental education applications at the University from il, Booth School off Providers, Columbia University and the Yale College off Administration and that is a great person in this new Investment & Wealth Institute™

Dave try an official Monetary Planner™ and you may Official Individual Money Coach® professional. He holds the Show 65 securities licenses, together with State off Connecticut Term life insurance and Varying Agreements certificates.

Mixed up in area, Dave is actually good Middlesex Fitness, Corporator and that’s a dynamic member of the outdated Saybrook Fire Institution and you may Dated Saybrook Ambulance Connection. Dave supported having sixteen age since a member of the existing Saybrook Panel from Loans, together with ten as its chairman. A graduate from Xavier Senior high school from inside the Middletown, Dave served half a dozen ages towards the Xavier Senior school Alumni Connection Panel of Directors. They are an enthusiastic Adjunct Teacher out of Fund at Central Connecticut Condition University.

Michael R. LaRiviere, CFP®, AIF®

He has got next to two decades out of monetary functions experience. Michael’s first desire is on understanding the novel issues and objectives away from highest websites well worth dealers as they package the monetary futures. Michael focuses on full later years money believed, resource believe, individual fund, taxation and you will wide range management.

Michael is actually an official Monetary Planner™, an expert designation he reached owing to Boston University’s Professional Studies System. Michael along with keeps the Collection 7, 63 and 65 bonds permits and also the Condition away from Connecticut Life insurance coverage and Varying Deals Permits. Just before joining EFS, Michael invested thirteen decades that have Fidelity Expenditures in a variety of roles as well as that Vice-president, Elderly Account Professional within Private Customers Class.