Gerard Barrasso (CFP®, CPA/PFS)
Gerard Barrasso focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Business Owners
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- AUM
- Baby Boomers
- Business Owners
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
Financial Planning is the process of carefully managing your finances to achieve your goals and dreams. Each decision should not be made without considering the impact it may have over another area of your financial situation.
Depending on where you are in life the planning process should at the very least help answer the following basic questions:
10 to 20 years from retirement:
- How much money will I need when I retire?
- What's a realistic retirement age?
- Is my savings rate and investment strategy optimal to achieve my goal?
- Are there other intermediate and short term financial goals that need to be addressed?
- Is my family savings strategy protected from unexpected risks like premature death or disability?
5 years or currently at anticipated retirement date:
- Do I run the risk of running out of money during retirement?
- What's the optimal investment strategy to create a consistent retirement paycheck with the least amount of market risk?
- Is my plan protected from unexpected risks like long term care or illness
Additional Information
Gerry Barrasso, CPA, CFP®, PFS, is the founder of United Financial Planning Group, a fee-only advisory firm. With over 30 years of experience, his integrated approach emphasizes the synergy of wealth management, financial planning, and tax planning and preparation. He works extensively with retirees, those nearing retirement, small business owners, high-net-worth individuals/families, and high earning professionals. He believes in aligning every aspect of financial strategy to maximize wealth, minimize taxes & fees, and ensure long-term financial success for his clients.
Gerry holds the following designations: Certified Public Accountant (CPA), Certified Financial Planner (CFP®), and Personal Financial Specialist (PFS). He is an active member of professional organizations, including the Financial Planning Association (FPA), American Institute of CPAs (AICPA), New York State Society of CPAs (NYSSCPA), National Association of Personal Financial Advisors (NAPFA), and Garrett Planning Network.
Gerry actively participates in community charitable organizations and enjoys outdoor activities such as tennis and triathlons.
NAPFA Start Date
May 26, 2009
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