About

The Firm

We believe that our client’s goals are dynamic and we have identified three main challenges that serve as road blocks to achieving these goals. By focusing on these three issues, we are able to identify solutions and improve the use and enjoyment of their wealth.

Awareness

Many of our clients live busy lives and may not be fully aware of problems that arise with their current life insurance, estate, and wealth transfer planning. We take pride in our boutique approach of identifying problems and presenting options to avoid a fractured or fragmented plan.

Opportunities

We understand that nobody likes to miss an opportunity. Opportunities that are spotted can be acted upon which can create better financial outcomes.

Organization

Being disorganized can create a sense of uncertainty, which can take a daily toll and lead to procrastination in making important decisions. We work with our clients to develop structure and organization around their life insurance, estate, and wealth transfer planning – this gives them a sense of where they are and where they are going.

Over the past 30 years, we have built our firm around identifying and solving these problems for our clients, who include affluent individuals, families and business owners.

Our firm is one of the select owners of Lion Street, making us uniquely positioned within a network of elite industry experts.  This platform provides us with proprietary technology, powerful resources and intellectual capital from specialized financial professionals.

The Team

anthony-giordano
Anthony Giordano
President
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danielle
Danielle Butigieg
New Business & Underwriting
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Josh headshot
Josh Marcus
Director of Client Service
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seth
Seth Wasserman
Illustrations and Case Design Specialist
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leilani-filipanko_sc1
Leilani Filipanko
Executive Assistant Team
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lauren-taylor
Lauren Taylor
Executive Assistant Team
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Our Clients

Life is dynamic. Opportunities arise. Goals change. At Gio Financial, we believe that many affluent individuals, families and business owners run into roadblocks. Our clients have come to us for:

Estate and Wealth Transfer Planning

Buy Sell Coverage

Key Man Coverage

Risk Management

  • Awareness. Opportunity. Organization.

Our Affiliates

Gio Financial Group is proud to be a Firm of Lion Street, Inc., a leading national financial services company owned by fiercely independent financial advisors. Based in Austin, Texas, Lion Street comprises an elite network of Firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients.

Lion Street Firms gain favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients.

As Advisor-Owners we are able to advocate on behalf of our clients and enhance the value we provide through proprietary technology, intellectual capital, and the collective expertise of a nationwide network of elite, life insurance-centric practices, allowing us to offer our clients the most competitive options available.

  • National Recognition, coupled with Concierge Strategy.

We are also proud members of Finseca, an influential voice for the life insurance community in Washington DC.