Claudio M Gambin
Financial Advisor


Gambin Financial Group

Mapping Out your Financial Plan, Every Step of the Way

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement.  I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time.  Together, we’ll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.


News

 

Gambin Financial Group Featured in Entrepenuer, Fortune, and Bloomberg Businessweek Magazines

 

Mapping Out Your Financial Plan, Every Step of the Way

With focused expertise on the business owner, Gambin Financial Group of Northwestern Mutual provides guidance for any stage of business.

 

For most business owners, their businesses are, more often than not, their best investment and their most significant asset. Yet some have no experience working with a financial planner to help guide them to success in both the short and long terms.

Claudio M. Gambin, financial advisor and leader of Gambin Financial Group of Northwestern Mutual, says there is much he and his team can do for business owners and entrepreneurs that they’ve probably never even considered.

"We provide all of our clients with holistic planning—not just investment advice and wealth management. We also take the time to get to know them and their needs in a deep and meaningful way," Gambin says.

 

Deepening Relationships

"All we as financial professionals really have to offer is our knowledge and the promises we help our clients achieve," Gambin says. "We aren’t a rate-of-return practice, and in my opinion, success and freedom have little to do with rate of return. Instead, we focus on helping to build a financial plan that is designed to ensure clients have sufficient funds during retirement and an ongoing income stream to support their desired lifestyle, bringing a more personalized and value-added experience to the table."

While each client has a primary contact assigned to them, everyone on the Gambin team knows and understands their story and can step in to help at any time. They seek to deliver, Gambin notes, a first-class client experience. "As a business owner myself, I recognize the challenges and pressures of owning a business and that priorities can change on a dime. We want our clients to feel like they have a dynamic working relationship with their financial professional, and we have accomplished that by building a distinguished team here at Gambin Financial Group. This is our unique value proposition and differentiator in the marketplace."

The group’s relationship with Northwestern Mutual also contributes to the strength of the practice’s client relationships, and Gambin describes Northwestern Mutual as the Volvo of the financial services industry. "They pride themselves on delivering exceptional service and quality that set them apart. From compliance and security measures to exclusive product offerings, our relationship with Northwestern Mutual adds value to what we provide."

 

Guidance for Business Owners

One of Gambin’s primary goals is to help protect his clients and their assets, whether that be from a market downturn, accident, or emergency.

"Most business owners work for themselves so they can reap the financial benefits of being business owners. Many are also seeking an improved quality of life, with more time spent with loved ones," Gambin shares.

That quality-of-life aspect can get lost in the shuffle, though, and it’s why a thorough understanding of the client’s short- and long-term goals is so crucial.

"Once we know that an owner’s goals include passing the business on generationally, building a legacy, or even flipping it for a profit, we can create a holistic plan customized only to them. We take into consideration every facet of the bigger picture, including business continuation and succession planning, asset protection, risk management, cash flow, tax planning, benefits planning, and more."

Gambin Financial Group consults with many types of businesses, individuals, and families and is passionate about having fun along the way. "We’ve been diligent about selecting a diverse group of team members, and while we take the work we do very seriously, we also believe focus follows fun."

Gambin Financial Group is located at 1000 Legion Place, Suite 1400, Orlando, FL 32801. For more information, visit claudiogambin.com or call 407-447-7753.

Claudio M. Gambin uses Gambin Financial Group as a marketing name for doing business as representatives of Northwestern Mutual. Gambin Financial Group is not a registered investment adviser, broker-dealer, insurance agency, or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and its subsidiaries. Claudio M. Gambin is an insurance agent of NM and a registered representative of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, broker-dealer, registered investment adviser, and member FINRA (www.finra.org) and SIPC (www.sipc.org). Financial representatives do not give legal or tax advice. Taxpayers should seek advice based on their particular circumstances from an independent tax advisor. CA License: #0G03648 | AR License: #1640432.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck