Gerard Barrasso (CFP®, CPA/PFS)

Gerard Barrasso focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

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 has earned the following designations during his more than 23 years of service in tax and finance.  CPA - Certified Public Accountant,  CFP - Certified Financial Planner,  PFS - Personal Financial Specialists.  Professional Memberships include: FPA - Financial Planning Association, AICPA - American Institute of CPA's, NYSSCPA - New York Society of CPA's, NAPFA - National Association of Personal Financial Advisors and the Garrett Planning Network. 

Gerry resides in Smithtown, NY with his wife and two children. He is actively involved in his community through various charitable organizations. Gerry enjoys outdoor activities which includes tennis and triathlon events.

NAPFA Start Date

May 26, 2009


This Office

1979 Marcus Avenue Suite 210 Lake Success, NY 11042 Phone: 631-234-0871 Fax: 631-584-3763

Other Offices

350 Motor Parkway Suite 300 Hauppauge, NY 11788-3082 Phone: (631) 234-0871 Fax: (631) 584-3763
14 Penn Plz Fl 18 New York, NY 10122-0049 Phone: (631) 234-0871 Fax: 631-584-3763