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