I lead our Financial Planning team, specializing in personal financial planning and tax planning strategies. Notably, I have served as the lead of the Portfolio Management department and as a tax and financial planner. I received a Bachelor of Science in Business Administration with a focus on Finance from Shippensburg University. I went on to complete the College of Financial Planning certificate program in Certified Financial Planning. I maintain the Certified Financial Planner designation and have been an investment advisor representative of D'Orazio Wealth Advisors from June 2007 through April 2011, and from August 2014 to the present day. Within D'Orazio Wealth Advisors, I have taken on a relationship management role and am a primary point of contact for matters related to portfolio management, financial planning, and income tax planning. In my free time, I enjoy spending time with my wife and two young boys, traveling, running, and watching sports with friends.
What makes D'Orazio Wealth Advisors unique?
Our team approach.
How is D'Orazio Wealth Advisors different from other places you've worked?
Small collaborative group.
How would you describe D'Orazio Wealth Advisors in one word?
Dedicated
What's something you do every morning without fail?
Drink coffee
What do you value most in your friends?
Ease of friendship
Comedies or dramas?
Comedies
Cats or dogs?
Dogs
Beach or mountain vacation?
Beach
Professional credentials or designations should not be viewed as the sole determining factor in obtaining or retaining a financial adviser’s services. Please see our disclosure page for further information on the professional designations discussed on this webpage.