Michael LaRiviere was an economic Advisor just who joined Essex Economic inside the 2013

Anthony J. Fortuna, CRPC®

Anthony serves as a good investment Mentor and you may will bring over two decades of experience in the monetary services globe in order to Essex Financial. He deals with website subscribers to design economic agreements predicated on its lifestyle requires. This strategy concentrates on providing his subscribers be much more sure regarding the dealing with its monetary objectives. Anthony’s areas of appeal tend to be house think, senior years earnings actions, riches conservation, company series think, and you may income tax management measures.

W. Timothy Furgueson

Tim first started his community throughout the capital community if you’re planning to Roanoke College, doing work for Wheat First Securities. On graduating, the guy joined Smith Barney’s The latest Haven office, plus recently, the brand new Essex place of work, in which the guy did as an elder Collection Manager and you will Monetary Considered Pro to possess sixteen decades. Next, Tim inserted Essex Financial where he has was able to receive his goal of trying to find an easier way to meet up with clients’ demands as a result of a support built, client-centric, and you may independent financial attributes organization.

Kristin E. Green, AIF®, CRPC®

Kristin are a monetary Advisor along with 2 decades of expertise on money globe. Kristin registered Essex Monetary into the es Sullivan and the Retirement Bundle Characteristics cluster in assisting organization subscribers with handling of its company backed later years agreements while also giving personal monetary likely to all of the staff which engage. Kristin also offers comprehensive economic likely to private readers and you may becoming an excellent fiduciary, helps later years plan website subscribers through the transition on senior years. Kristin as well as centers around planning female and you may millennial investors.

Kristin won the fresh Certified Resource Fiduciary® (AIF®) Designation about Center having Fiduciary Degree together with Chartered Senior years Considered Counselor SM (CRPC®) on the University from Monetary Believed. She already keeps their particular 65 securities licenses as well as the Condition away from Connecticut Life insurance policies and you may Variable Agreements Certificates.

David F. LaMay, CFP® CPWA®

Dave become their occupation because an economic Mentor in 1991. Becoming an effective Fiduciary, he brings collection administration, economic believed and consulting so you’re able to personal, family members, business and never-for-cash members.

Dave gotten their Bachelor out of Research knowledge in the Monetary Management away from Franklin Penetrate University and his awesome MBA regarding School away from Connecticut. He has got completed supplemental knowledge software on College out-of il, Booth School out-of Team, Columbia College as well as the Yale University out of Government that is a good person in the newest Financial investments & Riches Institute™

Dave are a certified Monetary Planner™ and Certified Private Riches Mentor® top-notch. He keeps the newest Show 65 bonds license, as well as the County of Connecticut Insurance and Variable Deals permits.

Involved in the people, Dave was good Middlesex Wellness, Corporator that’s a dynamic person in the old Saybrook Fire Institution and you will Dated Saybrook Soma hot girl Ambulance Connection. Dave served getting 16 years since a member of the outdated Saybrook Panel regarding Fund, plus 10 as the chairman. A scholar of Xavier Senior high school for the Middletown, Dave offered half a dozen many years towards Xavier High-school Alumni Association Panel regarding Administrators. He or she is an enthusiastic Adjunct Professor out of Funds at the Main Connecticut County School.

Michael R. LaRiviere, CFP®, AIF®

They have close to two decades off economic characteristics experience. Michael’s number one focus is found on understanding the unique inquiries and expectations out-of highest net well worth dealers as they package the financial futures. Michael specializes in complete advancing years income think, capital believed, personal fund, taxes and you may wide range government.

Michael try an official Monetary Planner™, a professional designation he attained because of Boston University’s Professional Knowledge System. Michael and additionally keeps the brand new Series seven, 63 and you may 65 bonds permits together with State of Connecticut Life insurance coverage and Changeable Contracts Certificates. Just before joining EFS, Michael spent thirteen many years which have Fidelity Investments in a variety of jobs including that Vice president, Elderly Account Exec inside their Private Clients Class.