renee ORLANDO, CFP®, MBA |
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CERTIFIED FINANCIAL PLANNER ™ PROFESSIONAL
​[email protected]
​585.475.8439
​585-292-1569 (fax)
Financial Advisor
with Mapstone | Veritas since 2017

​PROFESSIONAL EXPERIENCE |
Renee began her career with Mapstone Veritas as an intern in 2017 and quickly realized her passion for financial planning. Her goal is to provide all of her clients with financial literacy and independence. She strongly believes that everyone should have access to the knowledge and tools necessary to make informed financial decisions, and she aims to share valuable resources, educational content, and practical tips that empower individuals to take control of their finances. She is committed to providing exceptional service and building long-lasting relationships with her clients. Renee currently resides in Penfield, NY with her husband Evan and their Corgi Penny. 
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EDUCATION | 
  • 2018 State University of New York at Geneseo, BA  Business Administration Minor: Mathematics
  • 2021 State University of New York at Oswego  MBA- Masters in Business Administration​
  • ​2025  obtained the CFP® CERTIFIED FINANCIAL PLANNER™ professional certification
  • Holds Series 7, 66 Registrations, & NY State Life & Health
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PLACES TO VISIT
Aruba, it’s the most beautiful island I’ve been to so far!
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THINGS TO DO
I love to try new restaurants with friends and family, I’ll eat anything once! You can also find me spending most of my time with my dog penny. 
QUOTE 
“The most important investment you can make is in yourself.”
Warren Buffet

FUN FACT
If I go on vacation, there’s a good chance it’ll be the first time it’s rained in that location in a very long time. 
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

MAPSTONE | VERITAS Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

ADVICE | EXPERIENCE | RESULTS | SINCE 1970

Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc.).  Financial Professionals may solicit and transact business and/or respond to inquiries only in state(s) in which they are properly qualified.  The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Important Information & Disclosures:  PLEASE SEE ATTACHED 

Mapstone | Veritas Financial Group is recognized by Equitable Advisors as a Platinum Paramount Planning Group firm of the Elite Advisor Group, based on their members achieving a certain sales production level among all firms within our organization.  Elite Advisor Group (EAG) is an internal recognition program of Equitable Advisors, LLC.
​Mapstone | Veritas Financial Group (“MV”) is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-7247326.1 (11/24) (Exp. 12/28)



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