Wealthtender Wealthtender

Financial Professionals
Login / Sign up

Individuals
Subscribe for Money Tips

Wealthtender

Gerry Barrasso, CPA, CFP®, PFS

Comprehensive Planning and Wealth Management to Realize Your Financial Goals

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
United Financial Planning Group, LLC Gerry Barrasso, CPA, CFP®, PFS
Hauppauge, NY

Serving Clients Nationwide

Comprehensive Planning and Wealth Management to Realize Your Financial Goals

Rated 5.0 out of 5
3 Certified Advisor Reviews™
Rate this Advisor

(631) 234-0871

Website

Areas of Focus

  • Financial Life Planning
  • High Net Worth
  • Investment Management
  • Owning a Business
  • Retirement Planning

About Me

Hi, I'm Gerry Barrasso. 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 three 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 journey into financial planning & wealth management began with a focus on tax planning and small business consulting. The collaboration with my clients’ investment advisors was an eye-opening experience and revealed the conflicts of interest that can occur within the financial services industry. Recognizing the need for transparency and client-aligned interests, I embraced the ethos of fee-only financial planning and wealth advisory.

This commitment to unbiased, client-centric service was the catalyst for a new venture. It paved the way for the creation of a firm where integrity, transparency, and fiduciary responsibility are not just principles, but the foundation of all our client relationships. And thus, United Financial Planning Group was born – a testament to the belief that the client’s best interest should always be at the heart of financial advisory.

Through this commitment, United Financial Planning Group has grown to 3 locations with over $200M in Assets Under Management

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.

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.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Affiliations

  • AICPA Personal Financial Planning (PFP)
  • CFP Board
  • Fee Only Network
  • Garrett Planning Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

350 Motor Parkway, Suite 300 Hauppauge, NY, 11788

Additional Locations

📍 1979 Marcus Ave Suite 210 Lake Success, NY 11042

📍 14 Penn Plaza 9th Floor New York, NY 10122

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

United Financial Planning Group embodies a philosophy that financial guidance should be as transparent as it is insightful. We stand as a bastion of impartial advice in an industry too often swayed by commission-based recommendations. Our fee-only structure cements our commitment to place our clients’ interests at the forefront of everything we do.

At the core of our firm, a team of CERTIFIED FINANCIAL PLANNER™ professionals and CPAs uphold the highest fiduciary standards, forging a path for our clients’ financial success through a fusion of financial planning, tax expertise, and wealth management. Our multifaceted approach ensures that every aspect of our clients' financial health is nurtured toward growth and resilience.

The Comprehensive Financial Planning Services at UFPG:

✅ Investment/Wealth Management – Crafting portfolios that resonate with our clients' ambitions and risk appetites.

✅ General Planning – Offering strategic guidance to navigate life’s financial complexities.

✅ Scenario Planning – Preparing for the ‘what ifs,’ ensuring readiness for future financial landscapes.

✅ Retirement Services – Mapping out journeys towards fulfilling and financially secure retirements.

✅ Employer Services – Tailoring benefits to meet the needs of businesses and their employees.

✅ Tax Advisory and Preparation – Integrating tax efficiency into every financial strategy.


Our Values:

The title “financial planner” is not a protected term, but the trust you place in one should be sacred. In a field peppered with agents and brokers driven by commission, our firm rises above with an unwavering pledge to fiduciary duty. We believe expertise should extend beyond the realm of sales; our proficiency is grounded in years of dedicated financial study and client advocacy.

Retirement isn’t just a chapter in your life; it’s the culmination of a lifetime's journey. It deserves more than just passing attention; it warrants comprehensive, expert-led planning. With decades of collective experience and a staunch dedication to our clients’ well-being, United Financial Planning Group isn’t just a participant in your financial planning process; we are your devoted guides, committed to illuminating the path to your financial future.


Founded in 2008, United Financial Planning Group has locations in Manhattan, Hauppauge, and Lake Success, but has clients nationwide. Our firm currently has over $200M in Assets Under Management.

Education

St. John's University, The Peter J. Tobin College of Business, MBA, Accounting | Hofstra University, BBA, International Business

Badges

Hobbies and Interests

  • Cycling
  • Family
  • Running
  • Sports
  • Swimming
  • Tennis
  • Traveling
  • Volunteering
  • Working Out

SEC Lookup

View Disclosure

Who We Serve

  • Attorneys
  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Entrepreneurs
  • Families
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Gen Z
  • Government Employees
  • Healthcare Professionals
  • Individuals
  • Intergenerational Families
  • Investors
  • Living in Retirement
  • Physicians
  • Private Foundations & Organizations
  • Professional Athletes
  • Sales Professionals
  • Technology Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

Trusted Advisor

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Dec 1, 2023
I've been using Gerry to plan my financial future for at least 15 years. Gerry is always available and down to earth. He listens to what the client needs and expects and goes out and achieves those results. I am happy to give him my endorsement.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Edward McCabe
Edward McCabe

Explains financials in lay terms

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Dec 1, 2023
November 2023: I’ve been using Gerry for almost 2 years. This is my first time having a financial advisor. I researched fiduciaries and interviewed several. I selected Gerry because he explains things to me in a way that I can understand. And if I still don’t understand, he finds a new way to explain it to me. He never talks down to me. He’s patient. I’m a federal employee with a Thrift Savings Plan (TSP) and he’s knowledgeable in how the TSP operates and I feel confident in his TSP advice because I’ve taken many classes at work and Gerry’s suggestions are accurate. He always welcomes questions and he’s always available in person or on Zoom call or phone. I’m happy with my financial results and feel confident that he has my back.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Linda Longo
Linda Longo

excellent assistance

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Dec 1, 2023
Gerry Barrasso has long been a trusted financial advisor for me. He is consistently patient and helpful advising me in my finances and in planning for my future. These are qualities I value highly . I've long recommended him to friends and colleagues and everyone concurs with my assessment of his abilities. I give him my highest recommendation.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Theresa Aiello PhD
Theresa Aiello PhD
Looking for a Financial Advisor as a Small Business Owner?
Is a Virtual Financial Advisor Best for You?
Looking for a Financial Advisor on Long Island, New York?
Looking for High Net Worth Wealth Managers?
Looking for a Fee-Only Financial Advisor?
Looking for a Financial Advisor Specializing in Serving Baby Boomers?
The Wealthtender Guide to Featured CERTIFIED FINANCIAL PLANNER™ Professionals
Should You Hire an XY Planning Network (XYPN) Financial Advisor?
Looking for a Financial Advisor in New York City, New York?
Looking for a Financial Advisor in The Hamptons, New York?
Should You Hire a Certified Public Accountant (CPA)?
What is a Personal Financial Specialist (CPA / PFS)?