Gerard  Barrasso

Gerard Barrasso

| CFP®, CPA/PFS

United Financial Planning Group, LLC

Fee Only Financial Planner serving clients throughout New York State and across the country

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

1979 Marcus Avenue
Lake Success, NY 11042

888 Veterans Memorial Highway
Suite 405
Hauppauge, NY 11788-2981

14 Penn Plaza
New York, NY 10001

Serving
Long Island, NY

Gerard Barrasso is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Gerry Barrasso, CPA, CFP®, PFS, is a Registered Investment Advisor and the founder of United Financial Planning Group, LLC, a fee-only advisory firm providing financial planning, tax and accounting services. He offers nearly two decades of financial advisory experience.

Mr. Barrasso launched his professional career in 1991 as a CPA for Price Waterhouse, transitioning to Corporate Controller of a leading public company on Long Island soon thereafter.

Following several years in corporate finance, Gerry co-founded several highly successful real estate firms in the tri-state area, managing and overseeing more than 125 employees and annual revenues exceeding $10M. During this time, Mr. Barrasso gained a decade of experience in the growth and expansion of start-ups while mastering the art of personal finance.

Mr. Barrasso earned his bachelor’s degree in business administration (BBA) from Hofstra University followed by his master’s degree in business administration (MBA) from St. John's University. He holds a Certificate in Financial Planning from Fordham University.

Gerry holds the following professional designations: Certified Public Accountant (CPA), Certified Financial Planner (CFP®) and Personal Financial Specialist (PFS). He’s an active member of the Financial Planning Association (FPA), the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (NYSSCPA) and the National Association of Personal Financial Advisors (NAPFA).

Gerry resides in Smithtown, New York with his wife and two children. He’s actively involved in community activities, devoting time to numerous charitable organizations including Big Brothers Big Sisters of Long Island and St. Jude's Children's Hospital. He enjoys sports, outdoor and family activities.