Advanced Knowledge for Your Advanced Needs

    We firmly believe there is a dire need to concentrate entirely on the complex and changing retirement income needs of individuals over age 50. That’s why we made a commitment to obtain the knowledge and credentials to best service your retirement planning needs in a holistic manner. Here’s how we can use our credentials to help address your financial needs now and for the long haul.

     

     

    CASL Senior Living Logo
     

    CASL® Chartered Advisor for Senior Living

    The in-depth training required to earn this designation gives us the knowledge necessary to address the issues impacting clients who are over age 50 planning for retirement. We can advise you into and throughout your retirement income years.

    AIF Logo
     

    AIF® Accredited Investment Fiduciary

    It’s our duty as a fiduciary to work to avoid conflicts of interest and to remain free to act in the best interest of you and your family in all interactions.

    ChFC Logo
     

    ChFC® Chartered Financial Consultant

    We have the knowledge to build a road map that can help you set financial goals and work hard to achieve them.

    CLU Chartered Life Underwriter Logo
     

    CLU® Chartered Life
    Underwriter

    We can use the knowledge gained through our CLU designation to help you protect your wealth and pass it on to your loved ones.


     

    Peter J. Gallagher Headshot
     

     

     

     

    Peter J. Gallagher, ChFC®, CLU®, CASL®, AIF®

    Founder and Managing Director

    I was raised in Ossining, New York, and my parents still live in the house I grew up in. My wife, Chris, a retired elementary school teacher, and I just moved back to Ossining. We have two children: Alison, who teaches art in a local public school, and Ryan, who attends Providence College, running on their track and cross-country team. My family is very important to me and comes first in everything that I do.

    I’ve been involved in the music profession since I was young, beginning my studies on the string bass at the age of nine. I have always loved the discipline required to practice and perform music at a high level. I studied with some of the best bass teachers in the industry over the years and earned full-tuition music scholarships for both undergraduate and graduate school.

    I learned a lot about setting goals and working hard to achieve them while practicing the string bass more than six hours a day in my early 20s. This determination paid off as I won ultra-competitive symphony orchestra auditions and began my career playing the string bass professionally. I was selected to perform with orchestras in Hartford, Connecticut and Orlando, Florida.

    Although I loved performing music, the music business began to wear on me. After spending 20 years perfecting my craft, I decided it was time to change careers. I soon realized that in addition to my love for music, helping others was a core part of my life. I entered the financial services industry in 1994. I studied for and passed the exams to become a financial advisor, then went on to obtained four advanced planning designations. They include my ChFC®, CLU®, CASL®, and AIF® designations.

    I have held positions in several large financial services firms, including TIAA-CREF and Citigroup, as senior retirement consultant and first vice president-financial advisor. Realizing the need to specialize in helping individuals plan for retirement, invest their assets intelligently, and preserve their legacy for their loved ones, I founded Unified Retirement Planning Group in 2016.

    Three months after my daughter was born, I began my studies as an Emergency Medical Technician (EMT). I spent more than 15 years as a volunteer for the Village of Briarcliff Manor Fire Department. I also became a CPR instructor and donated my time and to teach others to save lives. I was one of the many first responders who worked at Ground Zero in 2001. Because I consistently volunteered my time over 500 hours each year, I have been honored with the President’s Volunteer Service Award for several years in a row.

    Rebecca J. Burfeind Headshot
     

     

     

     

    Rebecca J. Burfeind

    Office Manager

    An opportunity to work at the Westchester County Airport brought me to New York in 1995. This was after I had spent more than 12 years in the Midwest as a station manager and district trainer with commuter airlines. As the building of a new terminal led to the restructuring of ground operations, I moved into the world of corporate travel in 1996, where I worked for a worldwide travel management company.

    I took a 16-year sabbatical from corporate life in 2000 to be a full-time mom. During this time, I was actively involved in my children’s school, volunteering many hours in the classroom and with the PTA and drama department. I am involved in my church and volunteer in various capacities and was employed part-time as interim church secretary for two years. Additionally, I worked as a fitness kickboxing instructor for five years prior to joining Unified Retirement Planning Group in 2016.

    I have been actively involved with The Children’s Heart Foundation - New York Chapter, as my daughter has lived with congenital heart disease her entire life. I am currently serving as a Trustee on the Board of Education in my local school district.

    I live with my husband, Dave, of more than 23 years and we have two children attending college. I enjoy outdoor activities, live theatre, board games, and every activity that includes my family.