United Financial Planning Group LLC

www.unitedfpg.com

Gerry Barrasso, CPA, CFP®, PFS, is a Registered Investment Advisor (RIA) and the founder of United Financial Planning Group, LLC, a fee-only advisory firm providing financial planning, tax and wealth management services. He offers over two decades of financial advisory experience. Mr. Barrasso launched his professional career in 1991 as a CPA for Price Waterhouse. Gerry was assigned to the firm's Technology Industry Group where he gained extensive knowledge working with start-up businesses helping take several companies public. Gerry was also the Corporate Controller of a leading public company on Long Island where he gained experience in corporate finance, SEC reporting, taxation and investing.

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Gerry Barrasso, CPA, CFP®, PFS, is a Registered Investment Advisor (RIA) and the founder of United Financial Planning Group, LLC, a fee-only advisory firm providing financial planning, tax and wealth management services. He offers over two decades of financial advisory experience. Mr. Barrasso launched his professional career in 1991 as a CPA for Price Waterhouse. Gerry was assigned to the firm's Technology Industry Group where he gained extensive knowledge working with start-up businesses helping take several companies public. Gerry was also the Corporate Controller of a leading public company on Long Island where he gained experience in corporate finance, SEC reporting, taxation and investing.

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Country

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State

New York

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City (Headquarters)

Hauppauge

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Employees

1-10

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Founded

1999

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  • Vice President

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  • President

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  • Financial Planner

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