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Gerard T. Papetti, CPA, CFP®

Gerard T. Papetti, CPA, CFP®

Founding Partner

Gerard Papetti, CPA, CERTIFIED FINANCIAL PLANNER™ professional, is a partner at U.S. Financial Services, LLC, and specializes in advising high-net-worth individuals in the process of accumulating and preserving wealth.

Gerard began his career in public accounting with Touche Ross, later pursuing a tax career with Price Waterhouse. In 1985, he started specializing in financial planning, and in 1989 formed U.S. Financial Services, LLC. Gerard frequently gives lectures to other professionals on investment, business, estate, and related taxation topics, has authored various published articles, and has made appearances on CNN and CNBC. He has also served as an adjunct faculty member at Fairleigh Dickinson University for the Certified Financial Planning Program and has earned the Chartered Mutual Fund Counselor designation.

Gerard is a member of the New Jersey Society of Certified Public Accountants and the Society of Financial Service Professionals. He has served as the chair of the NJSCPA Personal Financial Planning Committee and was the fund-raising chair of the CPA 5K Run for Children’s Charities. He is also the treasurer and a director of The Jim Fassel Foundation, Inc., which benefits the uniformed service professionals of New York City’s Police Department, Fire Department, and Port Authority Police Department.