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
Gerry specializes in working with retirees and those nearing retirement, high-net-worth individuals and families, business owners, and high-earning professionals.
Gerry's approach is synergistic, encompassing financial planning, tax planning, investment management, and tax preparation. Unlike many RIAs who avoid or outsource tax planning and preparation due to complexity, Gerry embraces these areas, striving to be a one-stop shop for his clients by integrating advanced tax strategies seamlessly into their financial and investment plans. Gerry provides services nationwide:
- Retirement Planning
- Financial Planning
- Comprehensive Wealth Management
- Advanced Tax Planning & Preparation
- Estate Analysis
- Equity Compensation Planning
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.
Read Gerry's Client Reviews Here
How to Contact Gerry:- Schedule a Call: https://calendly.com/gbarrasso/intro
- Call: 631-234-0871
NAPFA Start Date
May 26, 2009
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