Orazio Financial Services, is dedicated to helping their clients achieve financial security. As Certified Financial Planner™ certificants, they have the knowledge and background required to help you sift through the investment options in an ever-changing economy.

Paul V.Orazio, Owner of Orazio Financial Services, is a Certified Financial Planner™ Professional, a securities licensed representative, and a life, disability, and long term care insurance agent. He specializes in retirement and pre-retirement planning, and investment planning and estate planning for corporate and individual clients since 1983.

Paul is a member of the Financial Planning Association's Rockland/Westchester chapter. He received a degree in marketing from Fordham University, and completed his CFP training at the College for Financial Planning, Denver, Colorado. A contributing editor to a variety of professional publications, Paul has been a guest on CNNfn. He graduated Leadership Rockland in 1993. In 2001, he received the "David A. Kurland Community Service Award" for his work as the President of the Board of Directors of Volunteer Counseling Service. He has served on many non-profit boards and currently serves on the board of the Rockland Conservatory of Music.

Shari Reffsin, a securities licensed representative at Orazio Financial Services is a Certified Financial Planner ™ Professional, a securities licensed representative and a specialist in life, disability and long term care insurance.  Shari has experience with a variety of investment and estate planning strategies, developing custom plans designed to help meet the unique goals and desires of each client.   Shari offers securities through NPC of America (NPCOA). Member: FINRA & SIPC.  Shari has conducted educational seminars and has taught financial planning at Rockland Community College.

Shari holds both a Bachelor's Degree and Master's Degree in Business and Marketing from Pace University.  She is a member of the Rockland County Estate Planning Council, The Financial Planning Association (FPA), and the Rockland Business Association (RBA).  Shari has also served on the boards of a number of local not-for-profit organizations and is currently on the board of the Reach Foundation.