David Fasi
UBS
Hartford,
Connecticut
Contact
How to contact
david.fasi@ubs.com; 860-275-8006
Professional Profile
Call Me When
you're looking for planning and advice for your personal and business needs.
Professions
Wealth Manager
Functional Expertise
Cash management
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
Professional Certification
CFP®, CEPA®
Transition Planning Certification or Methodology
Value Acceleration Methodology™
Client Industries
Business Services
Consumer Services
Manufacturing
Real Estate/Construction
Software/Internet
Chapter information
Membership
Connecticut - Hartford
Member since
Member for 8 years
Chapter Leadership Role
Programming
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