Anthony J. Fortuna, CRPC®

Anthony functions as a good investment Coach and brings more 2 decades of experience on the financial service world so you’re able to Essex Financial. He works with subscribers to develop monetary plans based on their existence specifications. This plan focuses on providing their customers be much more sure regarding handling its monetary objectives. Anthony’s areas of appeal are house think, old age money procedures, wide range conservation, company sequence thought, and you may income tax management tips.

W. Timothy Furgueson

Tim first started their community on the financing business while going to Roanoke College, working for Wheat Very first Securities. Abreast of graduating, the guy entered Smith Barney’s The brand new Sanctuary office, and has just, this new Essex workplace, in which he worked due to the fact an elderly Portfolio Manager and Monetary Considered Professional for sixteen ages. Next, Tim registered Essex Monetary in which he’s got was able to attain his goal of looking an easier way to meet up with clients’ needs by way of a help depending, client-centric, and you may independent monetary characteristics firm.

Kristin Age. Green, AIF®, CRPC®

Kristin is actually an economic Advisor along with twenty years of expertise throughout the money world. Kristin entered Essex Economic during the es Sullivan and Old age Bundle Features group in helping providers readers with management of the company backed later years agreements whilst providing personal financial planning all teams exactly who participate. Kristin has the benefit of full monetary attending individual website subscribers and you will becoming a fiduciary, helps old age bundle clients through their change towards the later years. Kristin plus targets planning for female and millennial traders.

Kristin earned new Qualified Financial support Fiduciary® (AIF®) Designation regarding the Cardiovascular system getting Fiduciary Studies and also the Chartered Old-age Believed Specialist SM (CRPC®) from the School from Monetary Thought. She already holds their particular 65 bonds license as well as the County off Connecticut Coverage and Variable Contracts Certificates.

David F. LaMay, CFP® CPWA®

Dave started their industry given that a financial Advisor during the 1991. Acting as a great Fiduciary, he will bring portfolio management, monetary considered and consulting to personal, nearest and dearest, corporate rather than-for-cash clients.

Dave received their Bachelor of Technology training in Economic Government regarding Franklin Enter College or university and his awesome MBA about School of Connecticut. He’s completed extra studies apps at the College regarding Chicago, Unit School regarding Team, Columbia University and also the Yale University regarding Management that will be an effective member of the fresh Financial investments & Wealth Institute™

Dave are a certified Economic Planner™ and Authoritative Private Wealth Mentor® top-notch. The guy retains the newest Show 65 bonds permit, additionally the State out of Connecticut Life insurance and you may Adjustable Deals licenses.

Mixed up in neighborhood, Dave try a beneficial Middlesex Fitness, Corporator and that’s an active member of the old Saybrook Flame Company and you may Old Saybrook Ambulance Relationship. Dave supported to have sixteen ages while the a member of the outdated Saybrook Board of Funds, plus ten as its president. A graduate out-of Xavier Highschool into the Middletown, Bodrum in Turkey women for daating Dave offered six ages to your Xavier Senior school Alumni Association Board regarding Administrators. They are an enthusiastic Adjunct Teacher off Financing on Main Connecticut State University.

Michael R. LaRiviere, CFP®, AIF®

He has got close to 2 decades from financial functions sense. Michael’s first focus is found on understanding the unique concerns and you can objectives from higher net really worth traders because they bundle their economic futures. Michael focuses primarily on complete advancing years income thought, money believed, private financing, fees and you may wealth management.

Michael is a certified Financial Coordinator™, a specialist designation the guy achieved using Boston University’s Elite Studies Program. Michael and holds the latest Collection eight, 63 and you may 65 securities licenses plus the Condition away from Connecticut Life insurance and you will Varying Contracts Licenses. Before signing up for EFS, Michael spent thirteen many years with Fidelity Investment in various opportunities along with compared to Vice-president, Elderly Membership Exec within their Personal Members Group.