United Financial Planning Group, LLC
Gerry Barrasso CPA, CFP®, PFS is the founder of United Financial Planning Group LLC. Gerry has worked in finance and accounting since 1991 beginning his career as a CPA with Price Waterhouse. Gerry was assigned to the firm’s Technology Industry Group where he gained extensive knowledge working with start-up businesses taking several public. Gerry was also the Corporate Controller of a public corporation on Long Island where he gained extensive experience in corporate finance, SEC reporting, taxation and investing.
Gerry used his experience working with small business owners and corporate finance to begin his practice primarily focusing on tax planning and small business consulting. Gerry gained additional investment knowledge by working closely with client business owner's investment advisors. During this time he realized the many conflicts of interest inherent in the financial industry. This prompted him to incorporate fee only financial planning and investment advisory within his practice creating the perfect synergy between tax and financial planning.
United Financial Planning Group LLC is an independent, fee only, financial planning and investment advisory firm. As a fee only firm our compensation comes only from you, meaning you pay no commissions, kickbacks, trailers or hidden fees. Our clients always come first. We are free from conflicts of interest that are common among other firms. We have the freedom to select from the best investment solutions and financial products in the marketplace at the lowest cost. We are not constrained as many firms are, by proprietary investment products or firm specific products. As CFP’s we have taken a fiduciary oath that ensures your interests come first.
Gerry has over $100 million dollars under advisement and specializes in working with individuals approaching retirement, retirees and small business owners.