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Who We Are

Financial Professionals

We’re a team of financial professionals dedicated to helping bring clarity and certainty to your financial picture. Whether it’s to secure your family’s future, or plan for major business growth, our team of professionals are here to help you achieve your financial goals.

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Our Pillars of Planning


Our Golden Rule: Always do what’s in the client’s best interest. This simplistic idea is at the top of our list when it comes to our planning and investment philosophy.  

I.
Lead with the Financial Plan & Build a Strong Foundation
II.
Create a Strong Asset & Tax Diversification Plan
III.
Income and Return are Important Considerations
IV.
Take As Little Risk As Possible to Meet the Goal
V.
Create Options for Any Future Economic Environment

What We Do


Tailored and thorough financial planning is at the core of what we do. Our aim is to empower our clients to be great stewards of their money. To achieve this, it’s imperative that we understand someone’s financial life. Once we see the full picture, we begin to help in the exact way our clients need, whether that be the full planning approach, or a specific financial planning service. No matter what you need, we will meet you where you are in your financial journey and counsel you through the planning experience.

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Meet The Team


Claudio Gambin of Gambin Financial Group

Claudio Gambin

CEO & Financial Advisor

About Claudio

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 two daughters, Coco and Senna. You can frequently find them boating and fishing at their favorite get-a-way in New Smyrna Beach. 

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Bernadette Girvin of Gambin Financial Group

Bernadette Girvin

COO & Financial Advisor

About Bernadette

Bernadette Girvin, a former LPGA Tour player and 10 year veteran in the financial services industry, is passionate about her role as Chief Operating Officer with Gambin Financial Group. In 2019, after 9 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.  It is a top priority of hers to always be asking the question, “what can we do better?”. “As a former professional athlete, the competitive side of me is always wondering how we can get better. Whether that’s in the planning we do for our clients to help them achieve financial security, the efficiency and thoroughness of our operational processes or in the growth and development of our staff.”

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. “Our Core Values at GFG are Gratitude, Integrity, Loyalty, Personal Growth and Personal Responsibility and we try to make sure these values influence every decision we make.”

Outside of work, Bernadette is a proud mom to her two children, Gates, 7 months, and Presley, 3. She and her husband, Charles (who are both Orlando natives), live in College Park and love their community.

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Peter Lugo of Gambin Financial Group

Peter Lugo

Director of Investment Operations

About Peter

Peter was born in Coamo, Puerto Rico and eventually moved with his family and settled in Lawrenceville, GA. He went on to attend East Carolina University and received a Bachelor of Science in Economics and a Minor in Business. He fell in love with the financial services industry while living in Washington, D.C., and held jobs at Morgan Stanley, Wells Fargo Advisors, Charles Schwab. Peter says that he entered the investment industry to assist those seeking greater wealth generation by deploying capital in the financial markets. He joined Gambin Financial Group in March of 2019 is thriving leading the investment department. In his spare time, Peter loves playing Latin, Blues and Rock guitar, playing board games with his family, exercising, investing and watching his Chicago Bears!

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Brian Brown of Gambin Financial Group

Brian Brown

Director of Insurance Operations

About Brian

Brian Brown, is a self-proclaimed native of Central Florida. Having been in Central Florida Since 1994 has been living in downtown Orlando for the last 10 years. A graduate of the University of Central Florida with a B.S. in Finance. Brian has worked in multiple fields of finance from assisting New York Trading desks to owning his own practice as a financial advisor.

Brian is currently the Director of Insurance Operations at Gambin Financial Group. He brings his years of experience in hospitality, and good nature to support GFGs clients as they navigate the world of insurance while giving them a first-class experience from beginning to end.

Going on three years of marriage with his high school sweetheart Jamie, the couple enjoys life in downtown Orlando, as well as traveling throughout the world. You can always find Brian doing some sort of outside activity, whether it is riding his bike, working out, playing basketball, or walks with their yellow lab Cooper.

Stefanie Sager of Gambin Financial Group

Stefanie Sager

Executive Assistant

About Stefanie

A native of Central Florida, Stefanie Sager grew up in the world of classical ballet and various forms of dance. After graduating from Valencia College with a degree in Dance Performance, she performed with Dance Alive, a contemporary ballet company in Gainesville, Florida; afterwards returning to the city of Orlando to pursue a career with Walt Disney World. Spending her days in parades and shows, Stefanie prided herself on making sure that every guest she met with had the most magical experience.  After retiring from the performing world, she worked in the fashion industry for over a decade, from branding small boutiques, to talent management of fashion and commercial print models worldwide. One of her favorite quotes, “Give a girl the right pair of shoes and she can conquer the world” is the motto she lives by. Parlaying her performance and guest service experience along with shrewd negotiation skills and relationship building has segued into her career as an Executive Assistant for C- Level officers for top tier companies. 

Ms. Sager currently lives in Orlando, Florida and spends her weekends with her pups, Sammie and Belle and you can typically find her watching a true crime documentary or cooking up a feast in the kitchen. 

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Kim from Gambin Financial Group

Kim Schwalbe

Practice Development Manager

About Kim

Originally from Dallas, graduating from the University of Texas and Southwestern University, Kim now calls the oak-lined streets of Winter Park home.

With a decades’ worth of experience including Fox Sports and NWM, Kim brings not only knowledge of the industry but also a synergy that she is excited to share with clients of our firm.

In her spare time, Kim spends time with her two daughters, the lights of her life, loves to travel and cook as well as their IG and star worthy dog, Moose.

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Gambin Financial Group Team

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