A complete list of active advisors currently associated with Happiness in Retirement

Warmer can help you find a great advisor at Happiness in Retirement or one who fits your needs even better.

Happiness in Retirement serves individuals, high-net-worth clients, trusts and estates with comprehensive wealth management, discretionary portfolio management and financial planning. The firm manages roughly $192.5 million for about 240 clients through a five-person advisory team and also provides retirement-account advice, tax-preparation support, insurance consulting and oversight of held-away assets. Its investment approach is primarily long-term and built around diversified, low-cost mutual funds and ETFs, with selective use of individual equities; the firm uses fundamental, technical and cyclical analysis and leverages Point & Figure charting from Dorsey, Wright. Happiness in Retirement acts as a fiduciary on retirement accounts, typically manages client portfolios on a discretionary basis, and integrates planning, estate-planning technology and tax work into client engagements. Noteworthy distinctions include hosting free educational workshops and seminars that provide impersonal financial education to attendees, a service that is relatively uncommon among similar team firms. The firm also participates on the Schwab Charitable donor-advised fund platform (and does not charge an investment management fee on DAF accounts), covers the cost of Vanilla Estate Planning for comprehensive clients, and uses a third‑party insurance consultancy platform (RetireOne) for insurance reviews.

To learn more about the advisors currently working at Happiness in Retirement, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Happiness in Retirement's office locations.

Name	Location	Years of experience
Ann Arceo	Schenectady, NY	15
Hermes Del Sette III	Schenectady, NY	15
Dana Esposito	Watertown, CT	0
Rebecca Mason	Schenectady, NY	5
Jeremy Scher	Schenectady, NY	7
Dustin Troia	Westminster, CO	0

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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