Please join WTS Central Florida for a Members Only informative and interactive Lunch and Learn on finance and wealth management. Gambin Financial Group is pleased to partner with WTS Central Florida and share their Women in Wealth (WIW) initaitve. WIW at Gambin Financial Group is singularly focused on creating a pre-eminent financial planning experience for women that will help change the way they think and feel about money.
The WTS Lunch and Learn will focus on topics:
- Cash Flow and Debt Management
- Retirement Planning – Investing, Tax Planning, and Distribution
- Financial Planning for families & things to consider:
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- Estate planning best practices
- Life Insurance – what’s the right amount
- Retirement planning
- Education planning
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Our speakers from Gambin Financial Group will be the following:
Bernadette Girvin, CEO
Bernadette Girvin, a former LPGA Tour player and 14-year veteran in the financial services industry, is passionate about her role as Chief Executive Officer with Gambin Financial Group. In 2019, after 11 years as a solo-entrepreneur and Financial Advisor managing her own practice, she formally partnered with Claudio Gambin of Gambin Financial Group to open their own office in downtown Orlando. Bernadette is leading the strategic growth vision of the firm, overseeing financial performance, and helping ensure a first-class, exceptional client experience.
Bernadette graduated from Ole Miss in 2003 with a B.S. in Psychology while playing on the Women’s Golf Team. After graduating and then playing for 3 years on the LPGA Tour, she joined the financial industry and worked in several different capacities, but ultimately fell in love with building out successful teams and helping organizations execute on their strategic vision.
Outside of work, Bernadette is a proud mom to her two children, Gates and Presley. She and her husband Charlie, who are both Orlando natives, live in College Park and love their community. She has a passion for metal music and fashion and an animal-lover, hoping to one day live in the country and care for lots of animals.
Michelle Taylor, Financial Advisor
Michelle Taylor is a third-generation Floridian, born and raised in West Palm Beach. She attended Florida Atlantic University, where she received a B.S. in Business Administration and Marketing. With dreams of one day owning her own designer clothing boutique, Michelle moved to Italy after college. She resided in Florence for over a year, creating a business plan to open her dream boutique, only for the economic climate to shift her focus back to the States. Upon her return to Florida, Michelle continued to pursue a career in her dream field, working for designer label Prada for 7 years.
After nearly a decade in the fashion industry, Michelle had a longing for more meaningful work and a career that would truly help people, leading her to the financial planning industry. Michelle quickly shifted focus, becoming a top producing Financial Advisor with Northwestern Mutual in 2015 and building her own book of business and exceptional client relationships from the ground up.
Michelle has been married to her husband, Jason, since 2103 and they live in Orlando with their two beautiful children, Beckett and Sloane, and their two dogs. Her love of fashion has remained a constant and she can often be found shopping, usually for her next pair of fabulous shoes. The Taylors love to travel as a family and can be found enjoying the outdoors and the beautiful Florida beaches whenever possible.
Claudio Gambin, President and Financial Advisor
Claudio graduated from the University of Central Florida with a major in Entrepreneurship. After graduating, he started as an intern in the financial services business and quickly fell in love with the work. He became a full-time Financial Advisor in 2010 and founded Gambin Financial Group. Claudio’s passion lies in working with business owners and specializes in helping those clients in the areas of risk management, cumulative tax planning, estate distribution strategies and business transfer planning. Outside of work, Claudio’s number one priority is spending time with his wife Melissa and three daughters, Coco, Senna, and Owen. You can frequently find them boating and fishing at their favorite get-a-way in New Smyrna Beach.
Gambin Financial Group: Plan uniquely. Strengthen tomorrow.
At Gambin Financial Group we’ve reimagined the financial planning experience. We help bring clarity to even the most complex financial planning situations, quiet the noise for our clients, and simplify the planning experience. Our hope is that our financial expertise will help provide a uniquely tailored path toward financial certainty and peace of mind.