Broker Check

Team

At Orazio Financial Services, we are dedicated to helping our clients achieve financial security. As experienced planners, we have the knowledge and background required to help you sift through complex strategies and investment options in an ever-changing economy.  Meet our team!

 

Paul V. Orazio, CFP®

Financial Planner, President and Co-Founder

(845) 368-4402

845 368-4407

President and co-founder of Orazio Financial Services, Paul began his financial services career in 1983. He is a securities licensed representative, general securities principal, and a life, disability, and long-term care insurance...

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Shari is a financial advisor with nearly two decades of experience in the financial services industry. Since 2005, she has worked with Orazio Financial Services and runs her own independent practice. Working closely with individuals,...

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Barry has over 35 years of experience in the financial services industry. He is a certified fund specialist (CFS), holds his FINRA Series 7, 24, and 63 licenses, and is a licensed life and disability insurance agent. He began his...

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Louis Orazio, II

Financial Planner, Vice President and Chief Investment Officer

(845) 368-4402

845 368-4407

As the newest member of Orazio Financial Services, Louis serves as the lead investment advisor for many client accounts and supports the retirement, estate, tax, and insurance planning efforts of the office. His background in...

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Dawn is the Operations Manager at Orazio Financial Services and was the firm’s first hire in 1991. Dawn holds her Series 7 and 63 Securities licenses and provides administrative support for both Paul and Shari. These...

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Domenica Schneider

Office Manager and Client Concierge

845 368-4402

845 368-4407

Domenica is our office manager and client concierge. She is the primary contact for appointments and administration and is the point person for client communications with planners and staff. Proud of her Brooklyn heritage, Domenica...

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