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David Fasi, CFP®, CEPA® of UBS is a member of XPX Hartford

David J Fasi, CFP®, CEPA®

First Vice President - Wealth Management

UBS

Hartford, Connecticut

Professional Profile

Call Me When

Call Me When... You're looking for planning and advice for your personal and business needs.

Contact Method

david.fasi@ubs.com; 860-275-8006

Profession

  • Wealth Manager

    • Professional Certifications

    CFP®, CEPA®

    Functional Expertise

  • Charitable giving
  • ESOPs
  • Family business
  • Investments
  • Lending
  • Retirement
  • Risk management
  • Strategic planning
  • Exit/Transition Planning

    • Business Focus

    Holistic planning and advsiory services for families and closely-held businesses

    Transition Planning Certification

    Value Acceleration Methodology™

    Client Industries

  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Retail
  • Telecommunications
  • Wholesale/Distribution

    • Client Results

    Membership

    Connecticut - Hartford

    Member Since

    Member for 6 years

    Sponsorship Type

    Chapter Leadership Role

    Programming

    Why I'm a Member of XPX

    Make XPX Part of Your Business Plans

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    © 2023 XPX Global LLC. All Rights Reserved.

    Explore
    Learn
    Account
    Connect
    Help & Support

    © 2023 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

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