Fuller and Company
Gerald Fazzari is an experienced financial professional with a strong background in tax and estate planning. Currently serving as a Membership Consultant at Legacy Assurance Plan since November 2023, Gerald focuses on educating clients about the risks of Probate and maintaining control over their wishes. Previously, Gerald worked as a Tax Preparer at Fuller and Company since February 2023 and as a Tax Consultant at Fazzari & Associates from August 2009 to February 2023. Gerald’s earlier career includes significant roles at MetLife as VP of Sales specializing in Advanced Tax & Estate Solutions and as Tax Director at Dow Jones. Gerald holds a Bachelor of Applied Science in Accounting from Waynesburg University, attained between 1972 and 1976.
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Fuller and Company
No matter how you earn your money, managing your personal wealth is a job unto itself. At least, that’s the way we look at it. Transactions do not exist in a vacuum. Each financial decision you make impacts other aspects of your financial life. Investing in stocks, bonds, commodities, or real estate, while also saving for retirement or college affects your tax obligations, insurance needs, risk exposure, and estate planning. Understanding these interdependent relationships is the first step toward comprehensive financial planning. To build real wealth, you need to maximize what comes in and minimize what goes out. At Fuller & Company, we take a 360º approach to your financial well-being. By combining the experience of Certified Financial Planning with professional tax planning and preparation, we can advise and execute a total growth strategy for your personal wealth. It’s the kind of financial stewardship utilized in business. Maybe it’s the kind you should expect for the business of life. Are you ready for a personal CFO?