Anthony J. Fortuna, CRPC®

Anthony serves as a financial investment Mentor and provides more than 2 decades of expertise in the financial services community so you can Essex Monetary. He deals with members to design economic preparations considering the lifestyle requirements. This strategy focuses on helping their members be more convinced regarding the dealing with their monetary objectives. Anthony’s regions of focus are estate considered, old-age earnings methods, wealth maintenance, company sequence planning, and income tax government tips.

W. Timothy Furgueson

Tim first started their industry on the money business when you find yourself browsing Roanoke College, doing work for Grain Very first Securities. Through to graduating, the guy registered Smith Barney’s The fresh new Refuge place of work, and more has just, the fresh Essex place of work, where the guy worked because a senior Portfolio Director and you may Economic Think Specialist to own sixteen years. After that, Tim registered Essex Monetary where he’s were able to in order to get his goal of searching for a better way in order to meet clients’ means due to a help founded, client-centric, and independent monetary functions business.

Kristin E. Environmentally friendly, AIF®, CRPC®

Kristin try an economic Mentor with over 2 decades of expertise throughout the finance world. Kristin entered Essex Monetary from inside the parece Sullivan together with Retirement Package Features group in helping team readers which have handling of their manager sponsored senior years agreements whilst offering personal monetary likely to the group exactly who take part. Kristin also offers full monetary kazak eЕџ online satД±n likely to personal subscribers and you can becoming a great fiduciary, support senior years package subscribers compliment of its transition into the old-age. Kristin and centers on planning female and you may millennial traders.

Kristin earned the newest Qualified Financial support Fiduciary® (AIF®) Designation throughout the Center to have Fiduciary Degree therefore the Chartered Senior years Believe Specialist SM (CRPC®) in the College or university of Financial Planning. She currently retains their own 65 bonds permit additionally the County out of Connecticut Coverage and you can Varying Contracts Licenses.

David F. LaMay, CFP® CPWA®

Dave come their field since an economic Coach into the 1991. Acting as a good Fiduciary, the guy brings profile management, monetary think and you may asking so you can individual, family relations, corporate and not-for-profit members.

Dave gotten their Bachelor of Technology degree within the Financial Management off Franklin Enter College or university and his MBA on School out-of Connecticut. He’s got accomplished supplemental knowledge software within School regarding il, Booth School regarding Providers, Columbia College and also the Yale University off Administration that’s a great person in the latest Assets & Riches Institute™

Dave was a certified Financial Coordinator™ and you can Formal Individual Wide range Coach® elite. The guy retains new Show 65 securities permit, in addition to County off Connecticut Life insurance coverage and you will Changeable Agreements permits.

Active in the area, Dave try a beneficial Middlesex Health, Corporator that’s an active person in the old Saybrook Flames Department and you can Old Saybrook Ambulance Connection. Dave supported for 16 decades since a person in the old Saybrook Panel from Loans, in addition to ten as its president. A scholar from Xavier High school for the Middletown, Dave served six decades with the Xavier High school Alumni Connection Panel regarding Directors. He is an enthusiastic Adjunct Teacher out of Money within Central Connecticut County College or university.

Michael Roentgen. LaRiviere, CFP®, AIF®

They have near to 2 decades from monetary services experience. Michael’s primary interest is on knowing the unique inquiries and expectations out of high internet worth traders while they plan the economic futures. Michael specializes in total senior years money think, investment thought, personal funds, fees and you will money management.

Michael is actually an official Financial Planner™, a professional designation the guy achieved due to Boston University’s Elite Training System. Michael as well as retains the latest Series eight, 63 and 65 securities certificates and also the State out of Connecticut Term life insurance and you can Adjustable Deals Certificates. Prior to signing up for EFS, Michael spent thirteen many years which have Fidelity Investment in several spots and additionally regarding Vp, Senior Membership Professional within Private Members Group.