I am a Tax Planning Associate, working closely with clients and the advisory team, focusing on tax planning to prepare and process any paperwork required to fulfill requests. I received a BA in Anthropology from the University of California, Santa Barbara, and bring almost a decade of experience working in customer service, most notably from the hospitality industry. Growing up in California, I obtained The Applied Accounting Certificate through the University of California, Irvine. I am currently attending the Surgent Income Tax School to become a Chartered Tax Professional. This program combines my love of math and passion for helping others. In my free time, I enjoy hiking, watching movies, and going to the beach. I am the best contact to assist with the implementation of any tax planning recommendations.
What makes D'Orazio Wealth Advisors unique?
Our personalized approach.
How is D'Orazio Wealth Advisors different from other places you've worked?
There are opportunities to grow with a built-in mentorship program for talent development.
How would you describe D'Orazio Wealth Advisors in one word? Why?
Comprehensive. We have a team approach that goes through the nitty-gritty of personal wealth management.
What's something you do every morning without fail?
Coffee
What do you value most in your friends?
Someone who is accepting.
Comedies or dramas?
Comedies
Cats or dogs?
Cats
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.