After gaining experience in the accounting and sales industries, Haritomeni decided to pivot her career with the goal of helping clients reach their financial aspirations. As a first-generation Greek American, her belief in the American Dream has been a fundamental part of her upbringing. The value of hard work, integrity, and a commitment to exceptional quality have been deeply ingrained in her. These principles have formed the cornerstone of Haritomeni’s approach in both her personal and professional endeavors. Haritomeni has a goal-based approach that encompasses every life stage. She looks to align strategies with clients’ CPA’s and attorneys. Haritomeni takes great pride in carefully guiding her clients and their families through the planning process, explaining how markets function, and emphasizing the importance of building a financial strategy that supports long term growth and wealth preservation. Haritomeni currently holds her FINRA Series 7 and 66 registrations. She earned her bachelor’s degree in accounting from Baruch College. Haritomeni maintains a place in her heart for serving others as a volunteer at her parish and as a supporter of The Hellenic Initiative. Residing on Long Island, Haritomeni loves exploring new cuisines, attending live music events, and cherishing the tradition of learning her family’s authentic Greek recipes from her mother.