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MEMBER PROFILE

 

David Fasi

UBS Financial Services Inc.

 

Member profile details

Membership level
Connecticut - Hartford
First name
David
Middle Initial
J
Last name
Fasi
Title
Vice President - Wealth Management
Company
UBS Financial Services Inc.
 

XPX ROLE

Chapter Leadership Role
Programming & Power of Three
 

CONTACT INFORMATION

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State
Connecticut
 

PROFILE INFORMATION

Profession
  • Banker
  • Insurance
  • Wealth Planner
Functional Expertise
  • Charitable giving
  • ESOPs
  • Exit/Transition Planning
  • Family business
  • Investments
  • Lending
  • Retirement
  • Risk management
  • Strategic planning
Client Industry(ies)
  • Business Services
  • Consumer Services
  • Energy and Utilities
  • Health, Pharma and Biotech
  • Manufacturing
  • Real Estate and Construction
  • Retail
  • Wholesale and Distribution
Professional Certification(s)
CFP®, CEPA®
Transition Planning Certification or Methodology
Value Acceleration Methodology™
In Business Since
2012
Call me when...
You would like to discuss how we can work together to provide better outcomes and experiences for our clients.

We work with a select group of families and their businesses, helping them manage complexity and align their personal, business and financial objectives across multiple generations.
How to contact
(860) 275-8006
Business Focus
Holistic planning and advsiory services for families and closely-held businesses
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