Gerard Barrasso, CFP®, CPA United Financial Planning Group LLC
- 350 Motor Parkway Suite 300, Hauppauge, NY 11788
- (631) 234-0871
- http://www.unitedfpg.com/
About Gerard Barrasso, CFP®, CPA, PFS
I am a Registered Investment Advisor (RIA) and the founder of United Financial Planning Group. I provide financial planning, tax preparation and wealth management services on a fee only advisory basis. I bring over two decades of financial advisory experience to my practice.
My professional career began in 1991 as a CPA for Price Waterhouse. There, I was assigned to the firm’s Technology Industry Group where I gained extensive knowledge working with start-up businesses helping take several companies public. I also worked as the Corporate Controller of a leading public company in Long Island. During this time, I gained experience in corporate finance, SEC reporting taxation and investing.
My practice began focused primarily on tax planning and small business consulting. By working closely with my clients’ investment advisors, I was also able to gain extensive investment knowledge which led me to realize the conflicts of interest prevalent in the financial services industry. It was due to this revelation that I began to incorporate fee-only financial planning and wealth advisory into my practice. In my opinion, this shift in focus created the perfect synergy between tax and personal financial planning.Throughout my decades in the industry, I’ve accumulated several designations including:
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Personal Financial Specialist (PFS)
In addition to earning these designations, I am also 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), the National Association of Personal Financial Advisors (NAPFA) and the Garrett Planning Network.
Prior to entering the financial industry, I earned my BBA in Finance from Hofstra University and MBA in Accounting from St. John’s University. In addition, I hold a Certificate of Financial Planning from Fordham University.
I currently reside in Smithtown, NY with my wife and two children. I enjoy playing an active role in the community by devoting time to charitable organizations including Big Brothers Big Sisters of Long Island and St. Jude’s Children’s Hospital. In my free time, I enjoy sports, the outdoors and family activities.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly Fee: $83+/mo
- Quarterly Fee: $250+/qtr
- Flat Fee: $250+/engagement
- Hourly Fee: $300+/hr
- Assets Under Management: 1.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
