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Laura B

CFP®, Series 65

Poughkeepsie, NY

D'Arcangelo Financial Advisors, LLC

Laura Betros is a CFP® with six years of industry experience, currently serving at D'Arcangelo Financial Advisors, LLC as part of a six-advisor team. She worked at Willis Towers Watson for five years before joining D'Arcangelo Financial Advisors and has also operated as an independent insurance broker. D'Arcangelo Financial Advisors provides fee-based investment advisory and financial planning services to employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm emphasizes pension and 401(k) plan consulting and uses a long-term investment approach involving mutual funds, ETFs, and selected alternatives guided by written investment policy statements.

Wealth management General tax planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retirement withdrawal strategies Founder/Business Owner
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John C

PFS™

Poughkeepsie, NY

D'Arcangelo Financial Advisors, LLC

John Cina Jr. is a financial advisor at D'Arcangelo Financial Advisors, LLC with the PFS™ designation and five years of industry experience. He has worked at Prager Metis CPAs since 2020 as a partner handling CPA-related duties and owns Exotic Hardwoods LLC, a woodworking and hardwood sales business. D'Arcangelo Financial Advisors provides fee-based investment advisory and financial planning services primarily to employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm emphasizes long-term allocations using mutual funds, ETFs, and selected alternatives, with a focus on pension and 401(k) plan consulting.

Wealth management General tax planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retirement withdrawal strategies Founder/Business Owner
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Olivia S

Series 65

Poughkeepsie, NY

D'Arcangelo Financial Advisors, LLC

Olivia Santora is a financial advisor with D’Arcangelo Financial Advisors, LLC, holding a Series 65 credential and based in Poughkeepsie, NY. She has experience working at Burger Box and Mary Janes, totaling 11 years in her career. D’Arcangelo Financial Advisors provides fee-based investment advisory and financial planning services to clients including employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm emphasizes pension and 401(k) plan consulting and uses a long-term investment approach with mutual funds, ETFs, and selected alternatives.

Wealth management General tax planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retirement withdrawal strategies Founder/Business Owner
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Thomas B

CFP®, CFA®, Series 63, Series 65

Poughkeepsie, NY

D'Arcangelo Financial Advisors, LLC

Thomas Betros is a CFP® and CFA® with eight years of experience in financial advisory. He is currently with D'Arcangelo Financial Advisors, LLC, where he has worked since 2025. His prior experience includes roles at Fidelity Investments, Northwestern Mutual, TD Ameritrade/Charles Schwab, and Commonwealth Financial Network. D'Arcangelo Financial Advisors provides fee-based investment advisory and financial planning services to a range of clients, including employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm focuses on pension and 401(k) plan consulting, using a long-term investment approach that incorporates mutual funds, ETFs, and selected alternatives guided by written policy statements and periodic reviews.

Wealth management General tax planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retirement withdrawal strategies Founder/Business Owner
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Michael B

PFS™, Series 63, Series 66

Poughkeepsie, NY

D'Arcangelo Financial Advisors, LLC

Michael Betros is a financial advisor at D'Arcangelo Financial Advisors, LLC with 17 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 66 licenses. His career includes roles at PragerMetis CPAs LLC since 2020 and managing his own firm, Michael C Betros Corp., since 2014. He serves as trustee for multiple irrevocable trusts. D'Arcangelo Financial Advisors provides fee-based investment advisory and financial planning services to clients including employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm emphasizes pension and 401(k) plan consulting and employs a long-term investment process using mutual funds, ETFs, and selected alternatives, supported by written investment policies and periodic reviews.

Wealth management General tax planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retirement withdrawal strategies Founder/Business Owner
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