United Financial Planning Group

Meet The Team

CFP® professionals, CPAs, and Enrolled Agents working together under one roof — so every aspect of your financial life is understood, coordinated, and optimized.

Our Advisory Team

Gerry Barrasso

Gerry Barrasso

CFP®, CPA, PFS

President & Founder

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Michael Barrasso

Michael Barrasso

Director of Business Development

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Ryan Derousseau

Ryan Derousseau

CFP®, EA

Financial Advisor

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Jose Vivero

Jose Vivero

CFP®, ChFC®, CLU®, RICP®

Financial Advisor

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Diana David

Diana David

Client Services Manager

Petr Perecinsky

Petr Perecinsky

EA

Tax Preparer

Christine Backel

Christine Backel

CPA, CFP®

Consultant

Ready to Stop Coordinating Between Advisors?

Schedule a no-pressure conversation. We'll listen to what's going on in your financial life and help you decide if working together makes sense.

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