Advisors at this firm
Laura B
Series 65
Poughkeepsie, NY
D'Arcangelo Financial Advisors, LLC
Laura Betros is a financial advisor at D'Arcangelo Financial Advisors, LLC with five years of industry experience. She holds a Series 65 credential and previously worked at Willis Towers Watson from 2014 to 2019 before joining D'Arcangelo Financial Advisors. D'Arcangelo Financial Advisors is a fee-based advisory firm serving employer-sponsored retirement plans, trusts, estates, charitable organizations, and individual clients. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, pension and 401(k) consulting, and participant education, implementing investment strategies using mutual funds, ETFs, alternative investments, and annuities with a long-term focus.
John C
PFS™
Poughkeepsie, NY
D'Arcangelo Financial Advisors, LLC
John Cina Jr. is a PFS™ credentialed advisor at D'Arcangelo Financial Advisors, LLC with 4 years of industry experience and over 27 years affiliated with the firm. He has held roles at Prager Metis CPAs as a partner since 2020 and is the owner of CARJAC, Inc., an investment-related business. Additionally, he manages Exotic Hardwoods LLC, a woodworking and hardwood sales company. D'Arcangelo Financial Advisors is a fee-based firm serving employer-sponsored retirement plans, trusts, estates, charitable organizations, and individual clients. The firm provides portfolio management, comprehensive financial planning, and pension/401(k) plan advisory services, emphasizing pension consulting and participant education through tools like Investment Policy Statements, tax software, and custodial automation.
Thomas B
Series 63, Series 65
Poughkeepsie, NY
D'Arcangelo Financial Advisors, LLC
Thomas Betros is a financial advisor with D'Arcangelo Financial Advisors, LLC, holding Series 63 and Series 65 designations and seven years of industry experience. His prior positions include roles at Fidelity Investments, Blueprint Financial Group, TD Ameritrade, and Commonwealth Financial Network. D'Arcangelo Financial Advisors is a fee-based firm serving employer-sponsored retirement plans, trusts, estates, charitable organizations, and individual clients. The team provides discretionary and non-discretionary portfolio management, financial planning, and pension/401(k) advisory services, emphasizing pension consulting, participant education, and the use of written Investment Policy Statements to guide long-term investment strategies.
Brian D
Series 65
Poughkeepsie, NY
D'Arcangelo Financial Advisors, LLC
Brian Di Filippo is a financial advisor at D'Arcangelo Financial Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has previously held roles at Prager Metis CPAs LLC and D'Arcangelo & Co. LLP. Outside of advising, Di Filippo is involved in several CPA-related business activities. D'Arcangelo Financial Advisors is a fee-based firm serving employer-sponsored retirement plans, trusts, estates, charitable organizations, and individual clients. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and pension/401(k) consulting, emphasizing pension plan advisory and participant education through workshops and newsletters.
Michael B
PFS™, Series 63, Series 66
Poughkeepsie, NY
D'Arcangelo Financial Advisors, LLC
Michael Betros is a financial advisor with D'Arcangelo Financial Advisors, LLC, holding the PFS™ designation and Series 63 and 66 licenses, and has 16 years of industry experience. He has been associated with D'Arcangelo Financial Advisors since 1999 and with Prager Metis CPA LLC since 2020. Betros serves as trustee for multiple irrevocable trusts, dedicating regular time monthly to these responsibilities. D'Arcangelo Financial Advisors is a fee-based advisory firm serving a select group of clients, including employer-sponsored retirement plans, trusts, estates, charitable organizations, and individuals. The firm offers portfolio management, comprehensive financial planning, and pension/401(k) consulting, employing a long-term investment approach with regular rebalancing and an emphasis on participant education and pension consulting.