Meet the team Gerry Barrasso CPA, CFP®, PFS President & Founder Click here to read Gerry’s bio Amir Noor CFP®, EA Director Of Financial Planning Click here to read Amir’s bio Ryan Derousseau CFP®, EA Financial Advisor Click here to read Ryan’s bio Michael Barrasso Director Of Business Development & Paraplanner Click here to read Michael’s bio Jose Vivero CFP® ChFC® CLU® RICP® Financial Advisor Diana David Client Services Manager Petr Perecinsky, EA Tax Preparer Christine Backel CPA, CFP® Consultant
