Erin A. Gibbons CFP®, NSSA
Erin A. Gibbons is a CFP® professional with more than 20 yearsof planning and investment industry experience. Erin earned his 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 heads United's financial planning, retirement, and estate division, and serves as Chief Operations Officer.
Believing that personalized attention to clients’ needs builds lasting relationships, he dedicates himself to going above and beyond to help his clients pursue financial success and enjoy financial security before, and throughout, their retirement years. His alignment of proper planning and money management strategies customized for each client allows them 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 including Angela’s House & Food Allergy Anaphylactic Network, and spending time with family and friends.