Gerry Barrasso, CPA, CFP®, PFS, is a Registered Investment Advisor and the founder of United Financial Planning Group, LLC, a fee-only advisory firm providing financial planning, tax and accounting services. He offers nearly two decades of financial advisory experience.

Mr. Barrasso launched his professional career in 1991 as a CPA for Price Waterhouse, transitioning to Corporate Controller of a leading public company on Long Island soon thereafter.

Following several years in corporate finance, Gerry co-founded several highly successful real estate firms in the tri-state area, managing and overseeing more than 125 employees and annual revenues exceeding $10M. During this time, Mr. Barrasso gained a decade of experience in the growth and expansion of start-ups while mastering the art of personal finance.

Mr. Barrasso earned his bachelor’s degree in business administration (BBA) from Hofstra University followed by his master’s degree in business administration (MBA) from St. John's University. He holds a Certificate in Financial Planning from Fordham University.

Gerry holds the following professional designations: Certified Public Accountant (CPA), Certified Financial Planner (CFP®) and Personal Financial Specialist (PFS). He’s 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) and the National Association of Personal Financial Advisors (NAPFA).

Gerry resides in Smithtown, New York with his wife and two children. He’s actively involved in community activities, devoting time to numerous charitable organizations including Big Brothers Big Sisters of Long Island and St. Jude's Children's Hospital. He enjoys sports, outdoor and family activities.

George Lambert – Vice President / Registered Investment Advisor

George is a dynamic and seasoned investment banking and financial planning executive with over 30 years experience balancing the needs and requirements of clients while remaining focused on managing investments and proprietary positions. Equally strong competencies in account management, strategic planning, financial analysis, budget development and general

nvestment accounts. As Director at Merrill Lynch for over 30 years, George obtained strong knowledge of various investment products including corporate and government bonds, options, stocks, fixed income products, insurance annuities, retirement plans, securities and treasury bills. During his tenure, George offered sound investment advice to clients including risk management and knowledge of various futures contracts. George also served as a NYSE floor official for over 10 years.

George also has extensive knowledge of estate and trust planning, insurance, education and retirement planning issues.

Mr. Lambert earned his Bachelors Degree in Economics from Queens College. He also holds a Certificate in Financial Planning from Fordham University. Mr. Lambert is a Certified Financial Planner (CFP®) Certificate Candidate and holds his Series 7, 24, 63, 65, Life Accident & Health Licenses.

George currently resides in Huntington, NY with his wife and two daughters. He is actively involved in community activities through his church parish. George also enjoys sports, outdoor and family activities.

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