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UF
Financial Advisory Firm
United Financial Planning Group LLC
Hauppauge, NY
2 Advisors
Team Credentials:
CFP®, CPA, PFS, ChFC®, CLU®, RICP®
Meet Our Team
Principal
Gerry Barrasso
CFP®, CPA, PFS
President & Founder
Hauppauge, NY
30+ yrs
Financial Planning
Retirement Planning
+28
Jose Vivero
CFP®, ChFC®, CLU®
Financial Advisor
Hauppauge, NY
12+ yrs
Investment Management
Financial Planning
+2
Our Expertise
Financial Planning
Retirement Planning
Retirement Income Strategies
Social Security Optimization
Trust Planning & Administration
Long-Term Care Planning
Legacy & Inheritance Planning
Tax Planning
Advanced Tax Strategies
Tax Optimization
Tax-Loss Harvesting
Multi-State Tax Planning
Roth Conversion Strategies
Investment Management
Executive Compensation
Stock Options (General)
Incentive Stock Options (ISO)
Restricted Stock Units (RSU)
Employee Benefits Planning
Employee Stock Purchase Plans (ESPP)
Non-Qualified Stock Options (NQSO)
Concentrated Stock Positions
Net Unrealized Appreciation (NUA)
Divorce Financial Analysis
Special Needs Planning
Sudden Wealth Management
Life Insurance Planning
Disability Insurance Planning
Tax Planning & Optimization
Deferred Compensation Planning
Contact Information
Location
Hauppauge, NY
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