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Michael LaRiviere are a financial Coach whom joined Essex Financial into the 2013

Michael LaRiviere are a financial Coach whom joined Essex Financial into the 2013

Anthony J. Fortuna, CRPC®

Anthony serves as a good investment Mentor and will bring more than 2 decades of expertise on the financial provider world to Essex Monetary. He works with subscribers to design financial agreements centered on its lifetime desires. This tactic is targeted on enabling their clients be much more pretty sure throughout the dealing with the monetary expectations. Anthony’s areas of attention include estate believe, old age earnings measures, wealth maintenance, company series planning, and income tax management actions.

W. Timothy Furgueson

Tim began his job in the resource community if you find yourself gonna Roanoke College or university, doing work for Wheat Basic Securities. Up on graduating, he entered Smith Barney’s The brand new Retreat work environment, and more has just, brand new Essex place of work, in which he did because an elder Portfolio Movie director and you may Monetary Believe Expert to possess sixteen age. Next, Tim joined Essex Monetary where he has got was able to getting his goal of searching for an easier way to meet up clients’ need owing to a support founded, client-centric, and you can independent economic characteristics company.

Kristin Age. Environmentally friendly, AIF®, CRPC®

Kristin is an economic Coach with more than 2 decades of experience on the financing industry. Kristin inserted Essex Financial inside the es Sullivan and also the Old age Package Services cluster in helping business members with management of its company backed advancing years preparations while also offering individual economic going to all the personnel which take part. Kristin offers comprehensive economic probably private subscribers and you will becoming a great fiduciary, support old age package subscribers as a result of their transition into the senior years. Kristin together with focuses on planning women and you will millennial traders.

Kristin gained the new Accredited Financing Fiduciary® (AIF®) Designation on Heart for Fiduciary Knowledge and Chartered Senior years Thought Therapist SM (CRPC®) throughout the College or university away from Economic Believed. She already holds their own 65 securities permit as well as the Condition regarding Connecticut Life insurance coverage and you may Adjustable Contracts Permits.

David F. LaMay, CFP® CPWA®

Dave been his career as the an vaimo skandinaavinen economic Advisor inside the 1991. Acting as a great Fiduciary, he brings profile management, monetary thought and you will contacting so you’re able to private, nearest and dearest, business and not-for-finances website subscribers.

Dave gotten their Bachelor regarding Science training inside Economic Management of Franklin Pierce College along with his MBA regarding School out-of Connecticut. They have completed supplemental training apps at the College or university out of Chicago, Unit College or university out-of Team, Columbia College as well as the Yale School regarding Management that’s good person in brand new Investments & Money Institute™

Dave was an official Financial Coordinator™ and you may Formal Personal Wide range Advisor® elite. He retains new Show 65 securities licenses, and the County from Connecticut Insurance and Changeable Deals licenses.

Involved in the community, Dave try an excellent Middlesex Fitness, Corporator which is an active person in the old Saybrook Flame Service and you will Old Saybrook Ambulance Connection. Dave offered getting 16 decades because the a person in the outdated Saybrook Panel out-of Funds, and additionally 10 as the president. A scholar of Xavier Senior school during the Middletown, Dave served half dozen ages towards Xavier High school Alumni Relationship Panel off Directors. He could be an enthusiastic Adjunct Professor of Financing at the Main Connecticut State College or university.

Michael R. LaRiviere, CFP®, AIF®

He’s got next to 20 years away from monetary functions experience. Michael’s primary attention is on understanding the unique issues and you may expectations away from highest websites worthy of dealers because they bundle their economic futures. Michael focuses on complete retirement income considered, capital thought, private financing, taxes and you can wealth administration.

Michael try an official Financial Planner™, a professional designation the guy reached due to Boston University’s Top-notch Studies Program. Michael together with holds the brand new Collection 7, 63 and you will 65 securities licenses additionally the Condition out-of Connecticut Coverage and you may Changeable Contracts Permits. Before joining EFS, Michael spent 13 decades having Fidelity Opportunities in a variety of positions plus compared to Vice president, Older Membership Government within their Personal Website subscribers Group.