Larry Ganim founded Ganim Financial over 32 years ago with one basic goal in mind – to add value to each client’s life and business. His areas of expertise include: business and estate planning, employee benefit planning, executive benefits, insurance planning, and pension planning. Larry frequently conducts seminars and workshops on these topics each year for business owners and other professionals.
Larry has been a licensed insurance broker since 1981. In addition to Ganim Financial, he is the founder and President of GFS Wealth Management Advisors, Inc. (GFS), a Registered Investment Advisory firm in the State of Connecticut. He is registered as an Investment Advisory Representative with GFS and is a Registered Representative with Kestra Investment Services, LLC.
His proactive approach and focus on the best interests of his clients has resulted in a loyal, growing client base that respect and trust his insight and financial proficiency. Larry is often called to speak before professional and service organizations. Currently, he has recently completed a book on effective preparation for business succession and business sales for successful entrepreneurs titled, “Designed Destinations” – a subject he is quite passionate about. In addition, he is a frequent contributor to several business publications.
He is a qualifying and lifetime member of the Million Dollar Round Table, The Court of the Table, and Top of the Table – the highest distinctions in the insurance and financial services industry.
Larry currently serves on several Boards of Directors including the Bridgeport Chamber of Commerce, Bridgeport Regional Business Council (BRBC), and LifeBridge Community Services. He is past Chairman of the Board of the Bridgeport Chamber of Commerce and Connecticut Zoological Society and President Emeritus and member of NAIFA-CT and NAIFA-Eastern Fairfield County.
Larry received his Bachelor of Science degree from the University of Connecticut in 1979. He currently resides in Trumbull with his wife.
A member of Ganim Financial since its founding, Valerie currently heads up the Employee Benefits Division and is involved in all aspects of insurance planning and employee benefits. Valerie started her career as an employee benefits administrator and in 1996 and became a licensed broker consultant. Her systematic approach of establishing priorities, reviewing claims data, analyzing contracts, and reviewing the marketplace for appropriate providers consistently has produced substantial savings for clients, while at the same time achieving the appropriate balance between cost-effectiveness and employee satisfaction. Her services are highly sought for her finely-tuned expertise. She is a frequent contributor to several publications. Most recently Valerie obtained her Accredited Investment Fiduciary (AIF) designation as well as her Certified Insurance Consultant license (CIC).
Valerie is very active in the Bridgeport community. She is past chair of the Bridgeport Regional Business Council’s (BRBC) Women’s Leadership Council and past President of the Bridgeport Rotary. She serves on the BRBC’s Leadership Greater Bridgeport board of directors and is a member of both the BRBC’s Health Care Council and Economic Development Committee. She is a member of the National Association of Insurance and Financial Advisors, the Retirement Plan Advisory Group, and FI360. She participates in a variety of industry forums each year in order to continue building her knowledge on the latest and best practices in her field.
James serves as a Financial Planning Associate and works within the financial planning and wealth management aspects of the firm. He brings over a decade of experience in investments and financial planning. Previously, James was a financial advisor at Ameriprise Financial Services and an equities trader at First New York Securities, where he specialized in international equities and foreign exchange. His licenses include a Series 7 (General Securities Representative), and Series 66 (Uniform Combined State Law Exam). James is also a Chartered Financial Analyst® (CFA®). He graduated from Manhattan College with a Bachelor of Science degree in Finance.
James currently resides with his wife in West Hartford, CT, and in his spare time enjoys reading, baseball, golf, and the outdoors.
Laurie Liscio started her career with Ganim Financial in September 1998. In her current role as Senior Client Relationship Manager, Laurie creates and implements customized benefit solutions for our group clients. Her focus is on promoting client retention through high-quality customer service and follow-through. With over 20 years of experience, she provides valuable assistance and insight in more complex customer service issues.
Laurie graduated from Western Connecticut State University with a Bachelor of Arts degree in Business Administration and Management. She holds a producer license for life and health insurance and is Medicare Part C and D certified. During her years at Ganim Financial, she has worked in many aspects of the Employee Benefits Division including benefit administration, compliance, customer service, FSA administration, and Medicare.
Laurie likes to run, travel, read, and spend time with her husband and two sons.
Robert A. Lockery (Bob) has over 19 years’ experience in the Financial Services industry working with business owners, government agencies, non-profit organizations, and their employees in creating and promoting a top tier qualified retirement plan with extensive experience in 401(k), 403(b), 457-governmental, and Top Hat plans.
Bob’s focus is to work very closely with plan fiduciaries to help ensure that they optimize their retirement plan offerings to their employees while assisting them in meeting their obligations and utilizing best practices.
As part of this process Bob also works with plan participants in group settings as well as individual meetings addressing their retirement readiness. This includes reviewing a participant’s numbers, answering questions, and assisting participants with making choices regarding their interaction with their employer provided retirement plan.
Starting his financial services career in customer service, Bob learned early on about importance of trust, effective communication, research, and simplistic explanations as these traits are much appreciated by clients.
Bob is a member of the New Haven Chamber of Commerce, Bridgeport Regional Business Council (BRBC), and currently serves as the Southern Connecticut State University Alumni Association Treasurer. He also serves his local community sitting on the planning and zoning appeals board.
Bob has a Bachelor of Science Degree in Business/Corporate Communication. He maintains his Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law Exam), Series 63 (Uniform Securities Agent State Law Exam), and Series 24 (General Securities Principal) licenses and is licensed for Life and Health Insurance in CT and NY.
Bob’s favorite activities are spending time with his family and coaching softball. He coaches girls’ fast pitch softball and a slow-pitch team for men in his home town of North Haven.
Chris joined Ganim Financial in August 2014 after five years working in information technology. He assists the wealth management team with client service, compliance, new business processing, and insurance and investment reporting. He holds his Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law Exam), and life, accident, and health insurance licenses.
Chris is a founding board member and co-chair of the marketing committee for Bridgeport Regional Business Council affiliate Thrive, a networking organization for young professionals. He graduated from Quinnipiac University with a Bachelor of Science in Information Systems Management. Chris is no stranger to Ganim Financial, having worked part-time for most of his high school years.
Chris lives in Orange, CT, with his wife and two children.
Zachary (Zach) Teixeira joined Ganim Financial in February 2018. As the newest member of our team, he assists the Wealth Management Team with new business processing, client service, and compliance. He has also taken on the responsibility of Ganim’s cybersecurity and information security.
Zach studied Political Science and Economics at Villanova University, where he earned his Bachelor’s Degree. He has a background in various industries, including the legal, municipal and political landscapes. He is currently working towards his securities and insurances licenses, and is a welcome new addition to our team.
Zach resides in Trumbull, CT with his family. In his spare time, he enjoys reading, soccer, and mixed martial arts.
2429 North Avenue
Bridgeport, CT 06604
P: 203.335.0851
F: 203.368.3880
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through GFS Wealth Management Advisors, Inc. (GFS). Kestra IS is not affiliated with GFS or Ganim Financial. Ganim Financial, GFS and Kestra IS, do not offer tax or legal advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax and legal counsel.
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