Our Team

Cultivating Confidence

At Orazio Financial Services, we know that every decision you make involves money. That’s why our team of professionals often serves the role of financial therapist, helping to educate you and reduce anxiety so you feel confident — both financially and emotionally.

Client Centered

Paul V. Orazio, CFP®

Financial Planner, President, and Co-Founder

   

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 agent. Paul received his CFP® certification in 1987, obtaining a knowledge base in investment, retirement, and estate planning. The client-centric focus of the CFP® Code of Ethics became the foundation for the formation of Orazio Financial Services.

Working with more than 500 client families (as of March 2024), Paul combines more than three decades of knowledge and experience with the personal touch that defines his investment philosophy and planning strategies. He has served on several industry boards, including those of his broker/dealers, Nathan & Lewis and National Planning Corporation. He is a member of the Financial Planning Association (FPA), has been a contributing editor to a variety of professional publications, and has appeared on CNNfn.

Paul's commitment to his community extends beyond his impact on his clients. In 1993, Paul graduated from Leadership Rockland and served several years on its board of directors. He was also selected to join the board of directors of Volunteer Counseling Service (VCS), presiding for two years as its president from 1994-1995. He later received the "David A Kurland Community Service Award" from VCS in 2001. Most recently, he served as the finance committee chair for the Rockland Community Foundation, a nonprofit organization that raises money to benefit local charities and scholarships. Other boards Paul has served on include the Suffern Free Library and the Rockland Conservatory of Music.

Client Centered

Louis Orazio II, CFA®, CFP®

Financial Planner, Vice President, and Chief Investment Officer

   

Louis serves as the lead portfolio manager for all assets at Orazio Financial Services. He also supports the retirement, estate, tax, and insurance planning efforts for all client accounts. In support of this role, he became a Chartered Financial Analyst® (CFA®) charter holder in June 2018 and earned his CERTIFIED FINANCIAL PLANNER™ certification in July 2019. In addition, he holds FINRA Series 7, 24, and 66 securities registrations, as well as life, accident, health, and long-term care insurance licenses.

In 2023, Louis published his first book, Strength in Numbers. The story follows three women as they overcome obstacles in their financial and personal lives. It is written much like the TV show This Is Us and is available on Amazon and Barnes and Noble.

Louis is a proud Nittany Lion, having graduated from the Smeal College of Business at Penn State University in 2009 with a major in finance and a minor in mathematics.

Prior to joining Orazio Financial Services, he worked as an ERP consultant for IBM, an insurance agent for AXA Advisors, and a financial solutions advisor for Bank of America Merrill Lynch. Each of these experiences helped shape his approach to delivering best-in-class service to clients while maintaining candor and a welcoming environment.

Outside the office, Louis is an active runner. Most recently, he completed the Philadelphia Half Marathon in 2015, raising money for the Leukemia and Lymphoma Society, and the TCS New York City Marathon in 2017, raising money for the Arthritis Foundation. This year he'll be on the road again in Philadelphia for the Broad Street 10-miler, raising funds for the American Cancer Society.

Client Centered

Barry Goldberg, CFS®

Financial Advisor

   

Barry has more than 40 years of experience in the financial services industry. He’s a Certified Fund Specialist ® (CFS®); holds his FINRA Series 7, 24, and 63 securities registrations, and is a licensed life and disability insurance agent. He began his career at EF Hutton before becoming a vice president with Dean Witter and, subsequently, forming his own firm in Morristown, New Jersey. 

Prior to his entry into finance, Barry is proud to have been a vice president for 20th Century Fox Records in Los Angeles. In this position, he was responsible for guiding the careers of recording artists such as The Eagles, Bob Dylan, Carly Simon, Barry White, Joni Mitchell, Bob Marley, Judy Collins, and Linda Ronstadt — and was awarded a platinum album for the soundtrack of the film, Star Wars.

Barry loves meeting with people and finds that learning their stories is key to assisting him in helping clients achieve their financial goals most suitably. Barry received his bachelor’s degree from The Ohio State University and owns a copyright and trademark for the product patented as “Scoresheets.”

A native of West Orange, New Jersey, he currently lives in a unique area of North Carolina known as Fearrington Village, which borders Chapel Hill.

Client Centered

Dawn Feigel

Operations Manager

   

Dawn is the operations manager at Orazio Financial Services and was the firm’s first hire in 1991. Dawn holds her FINRA Series 7 and 63 securities registrations and provides administrative support for Paul, Louis, and Barry. These responsibilities include account report preparation and asset allocation reporting. It is Dawn who makes sure your account is up to date and prepared for all review meetings. She has developed a specific skill set for assisting beneficiaries in the distribution and re-registration of assets during estate settlements. She also facilitates tax reporting distributions to clients and accountants. She is the person you want to talk to when you have questions about your account and associated taxes. 

Dawn received her associate degree in business and data processing in 1983. She was awarded the NPC GEM Award in 2007.

In January 2021, she officially moved from New York to Fort Wayne, Indiana. The reason: She fell in love and got remarried. If you ask her, she will tell you the story, which reads like a Hallmark movie. She also likes spending time with her granddaughter. For relaxation, she loves doing crafts.

Client Centered

Domenica Schneider

Office Manager and Client Concierge

   

Domenica is our office manager and client concierge. Even though she currently lives in Summerville, South Carolina, 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 brings energy and passion with each client interaction, providing you with a client experience in the family spirit that is our hallmark, all in her friendly and caring style. Remember to email her pictures of your children and grandchildren—it'll make her day.

Domenica is not only devoted to our clients, but she works to support many charitable organizations with a special emphasis on soldiers and veterans, Soldiers Angels, and other charities and not-for-profit organizations here in Rockland County and South Carolina. She has been a tireless fundraiser for many local organizations, supporting the great work they do.

Client Centered

Kiffy Jacaruso

Executive Assistant

   

Kiffy serves as the firm's on-site executive assistant. With a profound financial acumen and infectious personality, Kiffy supports back-office projects while enhancing our client's experience. Her attention to detail and aptitude to continuously learn propelled her into this role as a complement to our existing staff.

Kiffy began her career in financial services in 1986 at Sanford C. Bernstein & Co and moved to Gabelli & Company and later to Progressive Partners. She has served on trading desks, supported executives, and managed client relationships. Her knowledge of our industry and her commitment to our clients' well-being made her a perfect fit for our team.

Kiffy volunteers with caring for the elderly population in Rockland County and she is an active member of her church. Her favorite day is spent on the tennis court or paddle court and she loves being with her family.

Our Extended Team

Our Process

Our Broker/Dealer

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Our History

Research Team

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Our Process

Planning Team

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Our History

Retirement Team

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When you work with us, you get the intimate attention of a small, friendly firm, along with the service, support, and technology of a team that is backed by a large financial institution — Commonwealth Financial Network®. Use the links above to learn more about the support teams that help us better serve your needs.

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Your success is our success and we look forward to helping you accomplish your goals. Let Orazio Financial Services help put you on the right track today.

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