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Who We Are

Meet Our Dedicated Team of Professionals

Gerry Barrasso Photo

Gerry Barrasso

Founder / President, CFP®, CPA, PFS
I am a Registered Investment Advisor (RIA) and the founder of United Financial Planning Group. I provide financial planning, tax preparation and wealth management services on a fee only advisory basis. I bring over two decades of financial advisory experience to my practice.

My professional career began in 1991 as a CPA for Price Waterhouse. There, I was assigned to the firm’s Technology Industry Group where I gained extensive knowledge working with start-up businesses helping take several companies public. I also worked as the Corporate Controller of a leading public company in Long Island. During this time, I gained experience in corporate finance, SEC reporting taxation and investing.

My practice began focused primarily on tax planning and small business consulting. By working closely with my clients’ investment advisors, I was also able to gain extensive investment knowledge which led me to realize the conflicts of interest prevalent in the financial services industry. It was due to this revelation that I began to incorporate fee-only financial planning and wealth advisory into my practice. In my opinion, this shift in focus created the perfect synergy between tax and personal financial planning.Throughout my decades in the industry, I’ve accumulated several designations including:

  1. Certified Public Accountant (CPA) 
  2. CERTIFIED FINANCIAL PLANNER™ (CFP®) 
  3. Personal Financial Specialist (PFS) 
In addition to earning these designations, I am also 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), the National Association of Personal Financial Advisors (NAPFA) and the Garrett Planning Network.

Prior to entering the financial industry, I earned my BBA in Finance from Hofstra University and MBA in Accounting from St. John’s University. In addition, I hold a Certificate of Financial Planning from Fordham University.

I currently reside in Smithtown, NY with my wife and two children. I enjoy playing an active role in the community by devoting time to charitable organizations including Big Brothers Big Sisters of Long Island and St. Jude’s Children’s Hospital. In my free time, I enjoy sports, the outdoors and family activities.
Patricia Watkins Photo

Patricia Watkins

Client Services Manager
I work alongside Gerry Barrasso as Client Service Manager, providing operational and administrative support. With my experience and knowledge of the financial services industry, I strive to provide the highest level of customer service and dedication to our clients.

I have worked as a Senior Client Service Associate in the financial services industry since 1996. I began my career at Dean Witter and subsequently Morgan Stanley, Smith Barney and UBS Financial.
Petr Persinsky Photo

Petr Persinsky

EA, Paraplanner / Tax Preparer
I have worked in the tax and accounting fields since 1998. I am an IRS certified enrolled agent with a bachelors degree in economics and accounting. I provide tax preparation and planning services to United clients with a focus on strategic tax planning.
Pamela Fitzgerald Photo

Pamela Fitzgerald

Account Services
I have worked in the financial services industry for over 19 years. During that time, I spent nine years as a client service associate at Merrill Lynch. In my role as client services associate at United, I am dedicated to providing exceptional customer service to every client as I help them transition smoothly into our firm.