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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
LinkedIn profile link
https://www.linkedin.com/in/david-fasi-cfp®-60a61b4
Business Focus
Holistic planning and advsiory services for families and closely-held businesses
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