Joseph A. D'Orazio, CFP®, CPA, JD, LLM, PFS
Founder, Director of Advanced Strategies
Joseph A. D’Orazio is the President and Founder of D’Orazio & Associates, Inc. Joe specializes in financial planning, estate and income tax planning, asset allocation, and portfolio risk management. He has over 40 years of experience across an array of industries including tax, legal, financial planning, and investment management. He received a BS in Accounting, cum laude, from Villanova University, a JD from Southwestern University School of Law, and Master of Law in Taxation from Georgetown University Law Center. He holds the Certified Public Accountant, Personal Financial Specialist, and Certified Financial Planner designations and is admitted to the Virginia, Pennsylvania, and District of Columbia Bars. When not in the office, Joe enjoys classic cinema, making homemade pizza, and bass guitar. Within D’Orazio & Associates, he is the best contact for advance planning strategies.
What makes D'Orazio Advisors unique?
Our philosophy is to go the extra yard for our clients.
How is D'Orazio Advisors different from other places you've worked?
We just don't give advice to clients; we implement our recommendations.
How would you describe D'Orazio Advisors in one word?
What's something you do every morning without fail?
Pray for those who are ill.
What do you value most in your friends?
Comedies or dramas?
Cats or dogs?
Beach or mountain vacation?
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.