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® Financial Advisor Click here to read Ryan’s Bio Michael Barrasso Director Of Business Development & Paraplanner Christine Backel CPA, CFP® Consultant Petr Perecinsky, EA Tax Preparer Patricia Watkins Client Services Manager
