In The Media
Our team's expertise has been recognized by leading financial publications. Explore our media appearances and the insights we've shared with national audiences.
Gerry Barrasso Featured in GOBankingRates Article on Generational Wealth Strategies
Gerry Barrasso, CPA, CFP®, was featured in GOBankingRates discussing strategies high-net-worth families use to build generational wealth, including the importance of fee-only advisory services.
Ryan Derousseau CFP®, EA, Quoted in The Wall Street Journal: A Deep Dive into High-Yield Savings Accounts
Ryan Derousseau was quoted in The Wall Street Journal, offering critical insights on what savers should know before opening high-yield savings accounts, including hidden requirements that can affect actual returns.
Gerry Barrasso CPA, CFP®, PFS Quoted in Fortune
Gerry Barrasso was quoted in Fortune discussing the importance of liquidity in emergency funds amid the rising trend of 'doomspending' and the savings shortfall facing Gen Z.
United Financial Planning Group's Ryan Derousseau Featured in NAPFA Advisor Magazine
Ryan Derousseau, CFP®, was featured in NAPFA Advisor magazine discussing how he found success serving private practice therapists as a financial advisor niche.
From Our Blog
View all articles →Market Volatility Got You Worried? Why Having a Plan (and an Advisor) Is Key
Retirement Planning · March 18, 2025Is Your Portfolio Built to Withstand a Recession? A Retiree's Comprehensive Guide to Risk Management
Retirement Planning · December 9, 2024Five Key Strategies for a More Secure Retirement: Expert Tips in Wealth and Investment Management
Media appearances and interviews are provided for informational purposes only and should not be construed as an endorsement of United Financial Planning Group or a guarantee of future investment success. No compensation was provided by the firm in exchange for these media inclusions.
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