News: Movers & Milestones

Essex Financial’s Green and Sullivan achieve new professional certification

Essex, CT Two of Essex Financial’s advisors, Kristin Green and James Sullivan, have achieved significant professional milestones, further enhancing the firm’s ability to provide specialized, comprehensive financial guidance to clients.

Green has earned the designation of Certified Divorce Financial Analyst. This credential equips her with the expertise to help clients navigate the financial complexities of divorce, including asset division, tax considerations, and long-term planning strategies. Green’s achievement underscores Essex Financial’s commitment to supporting clients through life’s most important transitions with knowledge, care, and precision.

Sullivan has attained the Certified Financial Planner (CFP) certification, one of the most respected credentials in the financial planning profession. The CFP designation demonstrates Sullivan’s mastery of a range of financial planning disciplines, including retirement, investment, estate, and tax planning. His accomplishment reflects Essex Financial’s dedication to delivering trusted, well-rounded advice that prioritizes the financial well-being of clients and their families.

“We could not be happier and incredibly proud of Kristin and James’ accomplishments,” said Chuck Cumello, president and CEO of Essex Financial. 

“These achievements reflect not only their hard work and professionalism but also our firm’s commitment to fostering continuous growth and expertise among our team. Their designations further enhance our ability to provide clients with the highest standard of financial guidance and personalized service.”

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