The Gaudino Group, founded in 1985, provides clients with authentic and holistic financial strategies. We design strategies for clients in the areas of investment management, financial planning, tax planning, and estate planning. Our firm believes financial success can be achieved when all aspects of a person’s financial situation are efficiently handled. We help people pursue their financial goals by providing a strategic yet practical approach. We seek to provide the best customer service possible while we build long term relationships with our clients.
Stephen brings nearly 30 years’ experience to the industry. His knowledge and experience allow him to serve clients throughout their different stages of life. While Stephen enjoys providing professional advice and customer service, he prides himself in building long-term relationships with his clients.
Stephen holds a Bachelor’s degree in Accounting from St. John Fisher College. Stephen is a Certified Public Accountant, and a CERTIFIED FINANCIAL PLANNER™.
Stephen enjoys spending time with his family, and is an avid outdoors man and traveler.
Stephen has been a part of the firm since 2007. His experience in the industry allows him to provide clients with great service. He enjoys helping clients address their goals by providing custom tailored investment and planning strategies.
Stephen holds a Bachelor’s degree in Business Management with a concentration in Finance from St. John Fisher College. Stephen holds a FINRA, Series 7 & 63 registrations held with LPL Financial. He is also currently seeking to acquire the Certified Financial Planner™ designation within the upcoming year.
When not in the office, Stephen enjoys spending time in the outdoors, sampling wine, listening to modern Jazz music, and skiing.
Chris engages in the role of assisting operations, providing clients with great service and support. He is passionate about providing clients with excellent customer service. His education and experience in the field allows him to assist clients’ efficiently.
Chris holds a Bachelor’s degree in Accounting from St. John Fisher College. Chris also holds a FINRA, Series 7 & 66 registrations held with LPL Financial. He is also currently seeking to acquire the Certified Financial Planner™ designation within the upcoming year.
Chris enjoys boating in the Finger Lakes region of New York State, fitness, nutrition and playing the piano.
LPL Registered Sales Assistant