Gerry Papetti serves as Treasurer of MyGoodDeed. He is Partner at U.S. Financial Services who specializes in advising high net worth individuals such as Senior Executives, Medical and Dental Professionals, Business Owners, and Retirees in the process of accumulating as well as preserving wealth.
Gerry is a CPA and a Certified Financial Planner and began his career in Public Accounting with Touche Ross, and later pursued a tax career with Price Waterhouse. In 1985, Gerry started specializing in Financial Planning and in 1989, formed U.S. Financial Services, LLC. Gerry has also obtained his Chartered Mutual Fund Counselor’s designation (CMFC).
Gerry has served as an Adjunct Faculty Member at Fairleigh Dickinson University for the Certified Financial Planning Program. He is a member of the American Institute of Certified Public Accountants (AICPA), New Jersey Society of Certified Public Accountants (NJSCPA) and Society of Financial Service Professionals (SFSP). Gerry is a frequent lecturer to other professionals on investment, business, estate and related taxation topics. He has appeared on CNN and CNBC and is the author of various published articles. He has served as the Chairperson of the NJSCPA Personal Financial Planning Committee and was the Fund Raising Chairperson of the CPA 5K Run for Children’s Charities. Gerry is also the Treasurer and a Director of The Jim Fassel Foundation, Inc., which benefits uniformed service professionals of New York City’s Police Department, Fire Department and Port Authority Police Department. Gerry believes that a financial planner’s value to a client is based on their relationship. Critical components include Trust, Competence and Philosophy.