David is a CERTIFIED FINANCIAL PLANNER™ professional with a proven 15 year track record in the financial services industry, building and delivering exceptional wealth management strategies to both corporate clients and individuals. Since joining Fasi Wealth Management in 2012, he has focused on working with a select group of families to manage complexity and align their personal, business and financial objectives across multiple generations.
His understanding of family and business dynamics, paired with his expertise as a Certified Exit Planning Advisor (CEPA®) offers an engaged client experience and favorable outcomes in the following areas:
- Personal financial and estate planning
- Asset allocation: liquidity, longevity, and legacy
- Business planning, including cash management and retirement plans
- Wealth transfer strategies, including business succession planning
To complement his industry experience, David serves on the Board of Directors for the Estate and Business Planning Council of Hartford (EBPC), an association of professionals who specialize in estate and financial planning for businesses and individuals. He also serves as the Programs Director for the CT Exit Planning Exchange (XPX), a community of advisors dedicated to providing services that create, manage and ultimately harvest value. David graduated cum laude with a bachelor's degree in Finance from Bentley University in Waltham, MA.
Outside of work, David enjoys staying active, including golf, skiing and squash. Within his community, David serves on the advisory boa