Lorenzo P. Gaudioso CFP®, C(k)P®, CRPS®, CPFA®
Wealth Advisor, Retirement Plan Advisor
With over 25 years of experience guiding clients through the complexities of their financial lives, Lorenzo brings both deep expertise and a personal, values-driven approach to wealth management. A graduate of Fairfield University and a CERTIFIED FINANCIAL PLANNER™*, Lorenzo specializes in working with successful business owners, professionals, and entrepreneurs who are not only building legacies—but also deeply care about their families and the communities they live in.
Lorenzo’s approach is built around what matters most: the goals, values, and priorities of each client. Through a defined, disciplined process, he designs strategies that help protect, grow, and ultimately transition wealth in a tax-efficient and meaningful way. His work is rooted in awareness, education, and intentional action. This allows his clients to make confident decisions about their financial future.
What sets Lorenzo apart is his genuine belief in doing the right thing and his commitment to building long-lasting, trust-based relationships. It is important that every client feels heard, understood, and supported. We believe it is important to work with our clients as a partner and we care as much about their legacy as they do.
Outside the office, Lorenzo lives in Washington, Connecticut with his wife, Trhacy, and their son, Alphonso. Whether volunteering locally, exploring the outdoors, or hunting down the next Hot Wheels car for Alphonso’s growing collection, the family finds joy in everyday moments. A passionate cook and lover of all things culinary, Lorenzo is often found experimenting in the kitchen with Alphonso by his side, filling every dish with as much love as they can muster.
He is also actively involved in a number of community and fraternal organizations, including King Solomon Lodge No. 7, St. Elmo’s Commandery No. 9, and the Lafayette Consistory, and PA Omicron Chapter of Sigma Phi Epsilon. He serves on several community boards, and is an active mentor for the Fairfield University start-up program.
Favorite Food: Bistecca Fiorentina
Favorite Book: Good to Great (Professional); The Giving Tree (Personal)
Hobbies: Cooking, traveling, gardening, wine tasting, and DIY projects
Favorite Quote: “I passi piccoli, non si cade mai.” – “With small steps you will never fall down.”
Bucket List Trip: Anywhere he can witness the magic of the Northern Lights