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Team

How We Work

How We Work

My mission is to serve as a trusted steward of my clients’ wealth by delivering comprehensive, personalized guidance that aligns financial strategy with life goals. Through disciplined investment management, proactive planning, and clear communication, I help clients work toward preserving and growing wealth with intention—providing clarity, confidence, and continuity across generations.

A team approach adds perspective to all we do and provides increased benefits to our clients.

Meet the Team

Cindy Giovacchino

Owner/President

203.828.6073

cindy.giovacchino@osaicinstitutions.com

Cindy Giovacchino, President of Gio Financial, LLC, is dedicated to providing professional guidance in wealth management and financial planning. Our tailored services and unwavering commitment to your success ensure that your financial...

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Kim Bandanza

203.828.6073

kim.bandanza@osaicinstitutions.com

My mission is to support our advisors and clients by providing dependable, attentive, and proactive administrative service. I am committed to creating a smooth, organized experience through clear communication, attention to detail, and...
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