Throughout my decades in the industry, I’ve accumulated several designations including:
Amir is the Director of Financial Planning for United Financial Planning Group LLC. He started his career in the financial services industry in 2007 in Huntington, NY at the W. J. Valone Agency. Looking to expand his practice and skillset, Amir joined Park Avenue Securities in 2014. As he continued to grow and understand financial services, he felt there should be more of a client-first model with fee-based planning and joined UFPG in 2021.
Amir specializes in Personal Financial Planning and Qualified Retirement Plans. As well as the following focus areas:
While networking, learning, and connecting with like-minded professionals, Amir is happy to be affiliated with the following organizations:
If you want to become fast friends with Amir, recommend a great restaurant!
Feel free to reach out anytime, or get on his calendar at Calendar.AmirNoor.com
With more than 30 years of Wall Street experience, John’s entire career has been about managing risks. He has actively traded proprietary positions in US and international equity indices and fixed income, cash foreign exchange, commodity futures, options and most recently cash cryptocurrencies. Leveraging a background within both traditional and non-traditional asset classes, John welcomes opportunities to work intimately with clients, family and friends to assist with taking on complex investment ideas and simplifying them. He learned there’s no such thing as a perfect portfolio, or one that doesn’t require strategic adjustments from time to time. There needs to be balance and understanding of how it works.
John applies this approach when developing a financial plan. Whether you’re an individual looking to make strategic investments or a trader overseeing a multi-billion-dollar fund, it’s always essential to have a well-thought-out pathway toward success and a steady guiding voice assisting along the way.
Having experienced the divorce process and bringing his own budget into focus, John gained an entirely new appreciation for holistic financial planning. From scoping out educational costs, managing insurance needs, tax strategies, investing, retirement and estate planning – all of these factors need to work cohesively to achieve long-term independent goals.
John enjoys helping people with this process, lending them knowledge from decades of experience and working together to think strategically about a financial plan that meets and exceeds their goals.
Prior to entering the financial industry, John earned his BBA in International Business from Hofstra University. He currently resides in Hell’s Kitchen, NY with his son and moonlights as a Certified Spinning Instructor for Crunch Gym. In his free time, John enjoys snowboarding, scuba diving, reading, mixing music and hunting for vinyl records.
Feel free to get on his calendar at http://unitedfpg.com/john
Ryan Derousseau specializes in working with therapists, private and group practitioners and the self-employed, enabling them to thrive financially so they can focus on clients. He's taken his years of experience working for himself and his deep knowledge of the financial space to build a process to help clients align their business with their goals, family and future at the forefront.
With the ability to work with therapists and the self-employed across the country, he listens, guides and encourages clients to unlock the value of their business and their finances. This builds a stronger practice, better life-balance and wealth, while your own patient or client experience improves. This is done through a series of analyses, that includes:
· Cash Flow Management
· Goal Development
· Ongoing Tax Optimization
· Investment Strategy or Management
· Wealth and Risk Management
· Financial Independence or Retirement Planning
· Succession Planning
An active writer, Ryan has also been read by millions, published in publications, such as Fortune, Money and Forbes, discussing personal finance, investing and small business issues. You can find his most recent thoughts on the financial and planning space for therapists and the self-employed at PsychologyToday.com and Forbes.com.
Ryan is a CERTIFIED FINANCIAL PLANNER™ with a Master’s in Business and Economic Reporting from New York University and a certificate of Financial Planning from Boston University.
Ryan lives in Huntington, NY with his wife, two kids and one small dog. You will often find him discussing movies or basketball when not delving into someone’s financial picture or serving as a jungle gym for his children.
Feel free to reach out anytime or find a time on his calendar: Ryan Derousseau’s Calendar
Michael is the Director Of Business Development & Paraplanner for United Financial Planning Group LLC. Michael’s focus lies in client acquisition and nurturing organizational growth. Simultaneously, Michael is working towards obtaining the designation of Certified Financial Planner (CFP®),
Before United FPG, Michael worked in the dynamic realm of high-growth startups in Boston, MA as an Account Executive.
Michael holds a Bachelor Degree in Finance from Providence College (2021) and currently resides in Smithtown, NY. In his free time Michael enjoys traveling, technology, cars, and supporting the Providence Friars.
I bring 20 plus years knowledge in accounting, taxation and financial planning.
I am a Certified Public Accountant (CPA) who has worked in both public accounting as a Business Advisor in various industries & private accounting as a Chief Financial Officer (CFO). While working as a CFO, I worked with a business owner whom required individual planning; for me this was a natural progression which leads me to become a Certified Financial Planner (CFP). From here I have worked in Wealth Management as a Financial Planner & Tax Associate.
I have a Bachelors in Accounting, Masters in Taxation and I hold a Certificate of Financial Planning from Fairfield University.
Outside of work, I love outdoor activities to include camping, hiking, biking, astronomy and bird watching. I also enjoy making mixed media artwork and I am a big NY Jets fan that enjoys the tailgate.