wiseradvisor

Gerry Barrasso, CFP®, CPA, PFS™
United Financial Planning Group, LLC

Tel: 631-234-0871
888 Veterans Memorial Hwy
Suite 405
Hauppauge, NY 11788

Trusted Fiduciary

United Financial Planning Group, LLC | Financial Advisor in Hauppauge ,NY

About United Financial Planning Group, LLC

Anyone can call themselves a financial planner. But any financial planning advice received from stockbrokers or insurance agents should be considered carefully. Do these agents have the best interest of your retirement savings at heart, or are they solely seeking commission?

Not to mention, they may be experts in their field but that doesnt qualify these individuals to offer financial planning advice, especially when it comes to complex issues like your retirement planning.

We are not swayed by commissions or sales incentives. Instead, we measure our success by the quality of life our clients experience throughout retirement. We achieve this by always putting the clients needs and goals first.

When we took our fiduciary oath, we vowed to always act in good faith and with candor. This means well be proactive in disclosing any conflicts of interests that could impact our client, and we will not accept referral fees or compensation from outside entities based on product sales.

Our decades of experience and commitment to the industry has led us to obtain several important industry designations. These include CERTIFIED FINANCIAL PLANNER" (CFP®), Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and Enrolled Agent (EA).


General Information

Firm Start Year:   2005
No.of Employees:   2-4
Name of Custodial Firm:   Charles Schwab
States Licensed in:   Registered with the SEC
Number of Years with Current Firm:   15
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Stocks, Exchange Traded Funds (ETFs), Bonds, Mutual Funds
I can meet clients in the following ways:   Via Email, At my office, Video Conference, Via Phone


Firm Information

Firm's Number of Clients:   300
Firm's Number of Managed Clients:   90
Assets Managed by Firm:   $140,000,000
Advisor's Number of Managed Clients:   90
Advisor's Number of Planning Clients:   200
Assets Managed by Advisor:   $140,000,000


Compliance

Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Based on Assets, Flat Fee, Hourly
Fee % Based on Assets:   1% to 0.25
Hourly Rate:   $300
Minimum Fee Charged for Hourly Planning Accounts:   $300 per hour


Education

BBA - Finance  Hofstra University - Hempstead, NY
09/01/1987-05/15/1991

MBA - Accounting  St. Johns University - Jamaica, NY
09/01/1992-05/15/1995


Gerry Barrasso

Gerry 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 firms 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 on 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 triathlon, tennis, and family activities.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM

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