Lee began her financial career in 1979 and is President of United Wealth Planning, LLC, a wealth, estate and financial planning services company which specializes in budgeting and asset protection strategies. Lee is a Certified Financial Planner®, Certified Private Wealth Advisor®, Qualified Pension Administrator, and licensed life and health insurance professional. She is ranked as one of America’s Top 100 Women Financial Advisors by Barron’s from 2010 to present and is among the Top 100 Advisors named by Financial Times Magazine. Lee has been featured on Fox Business News, the Wall Street Journal, Forbes and Financial Times Magazine and has contributed to the Kathleen Hayes Bloomberg Radio Show.
Erin A. Gibbons is a CFP® professional with more than 18 years of planning and investment industry experience. Erin has a BA from Marist College and a Certificate in Financial Planning from Bryant University. He is a National Social Security Advisor (NSSA®) and holds life, health and variable insurance licenses. Prior to joining United Asset Strategies, as a Senior Financial Advisor in 2013, he worked for Stifel and Charles Schwab.
Erin believes that personalized attention to clients’ needs builds lasting relationships. He is dedicated to going above and beyond to help clients pursue financial success and enjoy financial security before, and throughout, their retirement years. Erin believes strongly in comprehensive financial, retirement and estate planning strategies and in the importance of proper asset allocation, diversification and wealth management. He aims to align the proper planning and money management strategies to allow clients to focus on what matters most to them and their families. Erin also assists clients with estate settlement, charitable giving, Social Security, college planning, insurance, risk analysis, bookkeeping, bill pay, budget and cash flow planning.
In his free time, Erin enjoys golf, soccer, boating, skiing, volunteer work (Angela’s House & Food Allergy Anaphylactic Network), and spending time with family and friends.
After receiving his BA in Economics from Drew University in 2009, Guy Riccardi joined United as a Portfolio Manager. He has experience with fixed income, equity trading, and client service support, which allows him to aid our clients in meeting their financial goals and needs. His responsibilities include helping clients set proper investment targets and build portfolios. Guy is a CFP ® professional and holds life, health, and variable insurance licenses.
Ms. Nardella began her career in 2011 working for United Asset Strategies, Inc. as a financial planning associate. She graduated from Molloy College with a Masters in Personal Financial Planning and a Bachelors of Science in Business Management. She creates, maintains, and reviews budget and cash-flow analyses for our clients. Ms. Nardella assists the senior financial advisors of UASI with comprehensive financial, retirement, and estate planning. In addition, she holds life and health insurance licenses.