Quem Somos
"Lorem ipsum dolor sit amet,
Founder / President
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer nec odio. Praesent libero. Sed cursus ante dapibus diam. Sed nisi. Nulla quis sem at nibh elementum imperdiet. Duis sagittis ipsum. Praesent mauris. Fusce nec tellus sed augue semper porta. Mauris massa. Vestibulum lacinia arcu eget nulla.
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 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.
This commitment to unbiased, client-centric service was the catalyst for a new venture. It paved the way for the creation of a firm where integrity, transparency, and fiduciary responsibility are not just principles, but the foundation of all our client relationships. And thus, United Financial Planning Group was born – a testament to the belief that the client’s best interest should always be at the heart of financial advisory.
Through this commitment, United Financial Planning Group has grown to 3 locations with over $250M in Assets Under Management
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer nec odio. Praesent libero. Sed cursus ante dapibus diam. Sed nisi. Nulla quis sem at nibh elementum imperdiet. Duis sagittis ipsum. Praesent mauris. Fusce nec tellus sed augue semper porta. Mauris massa. Vestibulum lacinia arcu eget nulla. .
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer nec odio. Praesent libero. Sed cursus ante dapibus diam. Sed nisi. Nulla quis sem at nibh elementum imperdiet. Duis sagittis ipsum. Praesent mauris. Fusce nec tellus sed augue semper porta. Mauris massa. Vestibulum lacinia arcu eget nulla.
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 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.
This commitment to unbiased, client-centric service was the catalyst for a new venture. It paved the way for the creation of a firm where integrity, transparency, and fiduciary responsibility are not just principles, but the foundation of all our client relationships. And thus, United Financial Planning Group was born – a testament to the belief that the client’s best interest should always be at the heart of financial advisory.
Through this commitment, United Financial Planning Group has grown to 3 locations with over $250M in Assets Under Management
asddadadsdsddsdss:
- addsdsadadadad
- adsdsadsssdds
- afsafsfsfasf
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer nec odio. Praesent libero. Sed cursus ante dapibus diam. Sed nisi. Nulla quis sem at nibh elementum imperdiet. Duis sagittis ipsum. Praesent mauris. Fusce nec tellus sed augue semper porta. Mauris massa. Vestibulum lacinia arcu eget nulla. .
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer nec odio. Praesent libero. Sed cursus ante dapibus diam. Sed nisi. Nulla quis sem at nibh elementum imperdiet. Duis sagittis ipsum. Praesent mauris. Fusce nec tellus sed augue semper porta. Mauris massa. Vestibulum lacinia arcu eget nulla.
"Lorem ipsum dolor sit amet,
Founder / President
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer nec odio. Praesent libero. Sed cursus ante dapibus diam. Sed nisi. Nulla quis sem at nibh elementum imperdiet. Duis sagittis ipsum. Praesent mauris. Fusce nec tellus sed augue semper porta. Mauris massa. Vestibulum lacinia arcu eget nulla.
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 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.
This commitment to unbiased, client-centric service was the catalyst for a new venture. It paved the way for the creation of a firm where integrity, transparency, and fiduciary responsibility are not just principles, but the foundation of all our client relationships. And thus, United Financial Planning Group was born – a testament to the belief that the client’s best interest should always be at the heart of financial advisory.
Through this commitment, United Financial Planning Group has grown to 3 locations with over $250M in Assets Under Management
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer nec odio. Praesent libero. Sed cursus ante dapibus diam. Sed nisi. Nulla quis sem at nibh elementum imperdiet. Duis sagittis ipsum. Praesent mauris. Fusce nec tellus sed augue semper porta. Mauris massa. Vestibulum lacinia arcu eget nulla. .
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer nec odio. Praesent libero. Sed cursus ante dapibus diam. Sed nisi. Nulla quis sem at nibh elementum imperdiet. Duis sagittis ipsum. Praesent mauris. Fusce nec tellus sed augue semper porta. Mauris massa. Vestibulum lacinia arcu eget nulla.
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 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.
This commitment to unbiased, client-centric service was the catalyst for a new venture. It paved the way for the creation of a firm where integrity, transparency, and fiduciary responsibility are not just principles, but the foundation of all our client relationships. And thus, United Financial Planning Group was born – a testament to the belief that the client’s best interest should always be at the heart of financial advisory.
Through this commitment, United Financial Planning Group has grown to 3 locations with over $250M in Assets Under Management
asddadadsdsddsdss:
- addsdsadadadad
- adsdsadsssdds
- afsafsfsfasf
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer nec odio. Praesent libero. Sed cursus ante dapibus diam. Sed nisi. Nulla quis sem at nibh elementum imperdiet. Duis sagittis ipsum. Praesent mauris. Fusce nec tellus sed augue semper porta. Mauris massa. Vestibulum lacinia arcu eget nulla. .
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer nec odio. Praesent libero. Sed cursus ante dapibus diam. Sed nisi. Nulla quis sem at nibh elementum imperdiet. Duis sagittis ipsum. Praesent mauris. Fusce nec tellus sed augue semper porta. Mauris massa. Vestibulum lacinia arcu eget nulla.