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About Us

Comprehensive advice. Independent strategies.

We offer comprehensive advice to plan for and address life on your terms, utilizing independent objective strategies to achieve and maintain your version of financial success.

Our Purpose

Our Purpose

At Guidelight Financial, our mission is to empower individuals, families, and businesses to realize and accomplish their short and long-term objectives through meticulously crafted financial planning strategies.

Whether you’re focused on wealth expansion, securing your family’s future, or seeking expert guidance for your business retirement plan, Guidelight Financial stands as a premier provider of financial services in the Fairfield County, Connecticut, and Tampa, Florida regions. Our corporate headquarters are nestled within the vibrant SONO district of Norwalk, CT.

We are dedicated to illuminating your path to a bright financial future. Our expertise spans both personal wealth management and business retirement solutions, making us a trusted partner for individuals, families, and entrepreneurs seeking a fulfilling financial future.

Guidelight Financial Team

Felix Serrano, JD, CFP®, AIF®

Wealth Advisor, CEO

(203) 354-3131 ext 1

Felix Serrano is President, CEO, and Wealth Advisor at Guidelight Financial. Felix works with corporate executives and business owners and sees himself as a counselor and friend to his clients. Felix is passionate about building strong relationships and takes a holistic approach to financial planning and wealth management.

Felix earned his Juris Doctor Degree from Quinnipiac University School of Law. Before co-founding Guidelight Financial, he worked at Merrill Lynch’s Rockefeller Center Complex in New York City. He holds designations as a Certified Financial Planner (CFP®) and Accredited Investment Fiduciary® (AIF®).

Felix enjoys running and professional sporting events. In fact, Felix and Steve have a shared goal to attend a major league baseball game at every major league park! They have already checked several off their list.

Felix, his wife, and two sons live in Norwalk, CT where he served as Chairman of the Norwalk Redevelopment Agency. He has also been vice president of the Board of the Puerto Rican Family Foundation and was a Merrill Lynch liaison to the Hispanic National Bar Association and currently serves on the board of the Greater Norwalk Chamber of Commerce.

Steven Ortega, AIF®

Wealth Advisor, COO

(203) 354-3131 ext 2

Steven Ortega is a Wealth Advisor and COO at Guidelight Financial. With over thirty years of financial services industry experience, he combines the knowledge and skills needed to effectively help his clients achieve their goals.

He holds an Accredited Investment Fiduciary® (AIF®) designation, the industry’s first and only designation that demonstrates knowledge and competency in fiduciary responsibility and commitment to ethical standards. Steven attended Queens College at City University of New York. Before co-founding Guidelight Financial, he was a financial advisor and vice president at Bank of America.

Passionate about teamwork, Steven enjoys being a vital component of teams in both his professional and personal life. He is passionate about team sports and finds value in the drive to be successful on any team. He leads by example with commitment, flexibility, and his innate thirst for knowledge, which reveals itself when he works with clients and peers.

Steven specializes in financial planning and asset management for individuals, families, and business owners. He views himself as a partner and teacher to his clients. He enjoys facilitating self-growth and competency through his client education efforts.

Steven was born and raised in New York City and has lived and worked in Connecticut since 1991.

Gustavo Bustamante

Wealth Advisor, Senior Vice President

(813) 563-2142

Gustavo Bustamante is a Senior Vice President and Wealth Advisor at Guidelight Financial. He graduated from Universidad Metropolitana (Caracas, VE 1992), earned an MBA in Finance from University of Tampa (2002) and a Financial Planning Certificate from Kaplan University (2006). 

Specializing in Financial Planning, Wealth Development and Retirement Plans for Small Businesses, Gustavo serves individuals, families, and business owners. 

Gustavo has over twenty-five years of finance experience and in 2007 created Major League Tax & Financial Planning as an independent fee only financial planning firm, growing his business and reputation before joining Guidelight Financial in 2021. 

When asked what inspired him to begin a career in the financial services industry, Gustavo replied:  

“At the beginning it was numbers and statistics. I have always found these two subjects fascinating. But once I found out I can use my gifts to help clients and families get out of debt, start investing and build wealth, I knew I’d found the sweet spot where my abilities and passion intersect.” 

Gustavo is originally from Caracas, Venezuela and has been married to his wife Carmen for 27 years. They have two children, Gustavo Enrique (GE) and Veronica. 

During the late 1990’s Gustavo was a financial analyst for SOPRESA, a joint venture between POLAR (the largest private company in Venezuela) and PEPSICO. This company was responsible for producing and distributing all PEPSICO products in the country. 

At the time, many news stories were being published over the possibility that Hugo Chavez could win the upcoming election, so Gustavo began to plan his family's future in case of this outcome. 

In December 1998 Hugo Chavez won the election to become President of Venezuela.  Two months later Gustavo traveled alone to Treasure Island, Florida for an English course, leaving behind his wife and 8-month-old son. 

After a few months, his family joined Gustavo in Florida. A year later he applied to the University of Tampa MBA program and was accepted.  

After finishing his MBA, Gustavo and Carmen became even more concerned over the rapidly deteriorating situation in Venezuela. Carmen applied for another pediatric residency (a requirement to practice medicine in the USA) even though she had already completed one in Venezuela. The Driscoll Children's Hospital in Corpus Christi, TX sponsored her visa to enable her to work and earn her degree. 

After two master’s degrees and another American baby they decided to settle back in Florida where they have lived since 2005. In 2011 they became proud US Citizens.

Janet Bran

Client Associate

(203) 354-3131 ext 3

Janet Bran is a Wealth Management Client Associate at Guidelight Financial. Her primary role involves client relations, account administration, and operations management. With over fifteen years in the financial services industry, she has the experience needed to provide strong operational support for our team and clients.

Janet previously worked for People’s United Bank. She is a National Certified Bookkeeper and has her Tax Preparer Certification. She was motivated to pursue her finance career when she saw how individuals and small business owners could benefit from guidance in making critical financial decisions.

Remembering vividly growing up in Cuba, Janet recalls her father saying the word “can’t” was not allowed and that she could do anything she sets her mind to. Janet presently resides in the Black Rock neighborhood of Bridgeport, CT with her husband and two sons.

Janet enjoys running, hiking, and going to the beach in the summer.

Diony Concepcion

Wealth Advisor

(203) 354-3131 ext 7

Diony Concepcion is a Senior Vice President and Wealth Advisor at Guidelight Financial. He graduated from the University of Connecticut with a degree in Political Science and a Certificate in Latin American Studies. He has over twenty years of financial services experience at firms such as New York Life, Morgan Stanley, and Merrill Lynch.

Specializing in life insurance, investments, and retirement planning, Diony serves individuals, families, and business owners. He is passionate about sharing his wealth of knowledge via client education and relationship building and takes a comprehensive approach to financial planning.

Diony was born in Cuba and moved to the United States in 1984 after spending some time in Venezuela. He has lived and worked in South Florida and presently resides in Connecticut. A family man, Diony has two daughters and two sons.

Inspired by community service and development, Diony has spent many years serving through his volunteerism at non-profits such as Sheldon Oaks Central, the Waterbury Connecticut Hispanic Chamber of Commerce, and the Inter-American Economic Council.

Expertise You Can Count On

Expertise You Can Count On

Our team of financial professionals has a wealth of industry experience. Through our experience, collaboration, attention to detail, and our ability to build meaningful lifelong relationships, we work together to ensure our clients are well taken care of. Contact us to learn more about what we can do for you, your family, and your business.