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MEMBER PROFILE

 

David Fasi, CFP®, CEPA®

UBS

 

Member profile details

Membership level
Connecticut - Hartford
First name
David
Second name/initial
J
Last name
Fasi, CFP®, CEPA®
Title
First Vice President - Wealth Management
Company
UBS
 

XPX ROLE

Leadership Role
Programming
 

CONTACT INFORMATION

City
Hartford
State
Connecticut
 

PROFILE INFORMATION

Call me when
you're looking for planning and advice for your personal and business needs.
Profession
  • Wealth Manager
Functional Expertise
  • Charitable giving
  • ESOPs
  • Exit/Transition Planning
  • Family business
  • Investments
  • Lending
  • Retirement
  • Risk management
  • Strategic planning
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Retail
  • Telecommunications
  • Wholesale/Distribution
Professional Certification(s)
CFP®, CEPA®
Transition Planning Certification or Methodology
Value Acceleration Methodology™
In Business Since
2012
How to contact
david.fasi@ubs.com; 860-275-8006
Website
advisors.ubs.com/fasiwm
Business Focus
Holistic planning and advsiory services for families and closely-held businesses
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