I am the Founder and President of United Financial Planning Group. I provide tax preparation, tax planning, financial planning, 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 (now PwC). 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, NY. During this time, I gained experience in corporate finance, SEC reporting, taxation, and investing.

My journey into financial planning & wealth management began with a focus on tax planning and small business consulting. The collaboration with my clients’ investment advisors was an eye-opening experience and revealed the conflicts of interest that can occur within the financial services industry. Recognizing the need for transparency and client-aligned interests, I embraced the ethos of fee-only financial planning and wealth advisory.

Throughout my decades in the industry, I’ve accumulated several designations including:

• Certified Public Accountant (CPA) 
• CERTIFIED FINANCIAL PLANNER™ (CFP®) 
• 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.

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.

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.

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 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.