Michael LaRiviere is actually an economic Advisor just who joined Essex Economic into the 2013

Michael LaRiviere is actually an economic Advisor just who joined Essex Economic into the 2013

Anthony J. Fortuna, CRPC®

Anthony serves as a financial investment Coach and you can will bring more than 20 years of experience throughout the monetary provider world so you’re able to Essex Economic. He deals with customers to design financial plans considering their lifetime wants. This tactic targets providing their customers be more pretty sure on the managing its financial expectations. Anthony’s areas of desire are property planning, later years earnings steps, riches conservation, providers series believe, and you may tax management procedures.

W. Timothy Furgueson

Tim first started his career regarding resource community if you’re planning Roanoke College or university, employed by Wheat Earliest Ties. Upon graduating, the guy joined Smith Barney’s The fresh Haven workplace, and more recently, new Essex workplace, in which he worked because the a senior Collection Movie director and Financial Think Expert to have sixteen decades. Subsequently, Tim joined Essex Monetary where he’s got managed to getting his purpose of finding an easy method to fulfill clients’ demands owing to a service dependent, client-centric, and you can separate economic functions organization.

Kristin E. Eco-friendly, AIF®, CRPC®

Kristin try a monetary Coach along with 2 decades of experience on the funds business. Kristin registered Essex Monetary from inside the es Sullivan and also the Old-age Package Characteristics party in aiding providers subscribers having handling of its boss paid old-age plans whilst providing individual monetary gonna most of the staff just who participate. Kristin now offers comprehensive monetary attending personal customers and you will becoming good fiduciary, support old age package clients by way of the changeover into the advancing years. Kristin including centers on planning female and you can millennial buyers.

Kristin acquired the Qualified Financing Fiduciary® (AIF®) Designation on the Cardiovascular system to possess Fiduciary Studies while the Chartered Advancing years Believe Specialist SM (CRPC®) on the School out-of Economic Planning. She already keeps their 65 securities license and Condition regarding Connecticut Coverage and you may Adjustable Deals Certificates.

David F. LaMay, CFP® CPWA®

Dave become his field while the a monetary Coach when you look at the 1991. Acting as an effective Fiduciary, the guy brings portfolio government, monetary thought and you will asking so you’re able to private, loved ones, corporate and never-for-funds subscribers.

Dave acquired his Bachelor away from Research knowledge inside the Monetary Management out of Franklin Pierce College with his MBA throughout the University regarding Connecticut. They have completed supplemental degree software at School of Chicago, Unit College or university regarding Providers my hyperlink, Columbia College plus the Yale School out-of Government in fact it is a member of the Opportunities & Money Institute™

Dave try an official Monetary Planner™ and Certified Individual Money Coach® elite. He keeps the Show 65 ties permit, and the County regarding Connecticut Life insurance coverage and you can Changeable Contracts permits.

Mixed up in people, Dave is actually an effective Middlesex Health, Corporator and that is an energetic person in the old Saybrook Flame Company and Old Saybrook Ambulance Connection. Dave offered getting 16 ages as a person in the old Saybrook Board off Finance, and ten as the president. A graduate out-of Xavier Highschool within the Middletown, Dave supported six many years into Xavier Twelfth grade Alumni Connection Panel out-of Administrators. He is an Adjunct Professor off Funds at Central Connecticut Condition University.

Michael R. LaRiviere, CFP®, AIF®

He’s close to 20 years away from financial attributes feel. Michael’s primary appeal is found on understanding the unique questions and expectations out of high net worthy of people because they package the financial futures. Michael focuses primarily on full later years earnings planning, resource thought, personal fund, taxation and you will riches management.

Michael is actually an authorized Financial Planner™, a professional designation the guy reached using Boston University’s Elite group Knowledge System. Michael including retains the fresh Series 7, 63 and you can 65 ties licenses in addition to County away from Connecticut Insurance and you can Adjustable Contracts Certificates. Ahead of signing up for EFS, Michael invested 13 ages with Fidelity Assets in several positions and additionally compared to Vp, Senior Account Government within their Personal Subscribers Classification.