Michael Fassi: Financial Professional at Fassi Financial

Michael Fassi is a professional at Fassi Financial.  He has devoted his career to providing his clients with necessary financial services.  He specializes in the areas of investment and retirement distribution.  He prides himself on his excellent communication skills and his ability to provide personal services to his clients in a timely manner.  He travels to meet with his clients all over the country and has a second office based in Reno, Nevada.

Fassi attended St. Louis University, located in St. Louis, Missouri, where he majored in political science.  The department’s mission is to “enable” St. Louis University students to assess the root causes of political phenomena, thereby preparing them as men and women for others: informed and engaged world citizens and effective leaders able to make positive contributions to society.”  This program has helped Fassi in his professional career by giving him enhanced communication abilities which allow him to guide his clients when making important decisions.  He graduated from the program in 1976, with a minor in business administration.

Check the background of this investment professional on FINRA’s BrokerCheck

Professional Designations

Michael Fassi is a Chartered Life Underwriter (CLU), which is a professional designation assigned to individuals who have completed five core courses, three elective courses, and have passed eight separate examinations.  These assessments take approximately two hours each to complete, and consist of 100 questions.  Becoming a CLU lets clients know that the individual has demonstrated in-depth knowledge and expertise in the areas of estate planning and life insurance.

He also has professional designation as a Chartered Financial Consultant (ChFC).  In order to achieve this he had to successfully complete examinations and comprehensive financial education courses after serving a minimum of three years in the financial industry.  This designation is granted by The American College and acknowledges that individuals such as Fassi have an advanced knowledge of financial matters and the ability to offer sound advice to clients.

Fassi Financial

Fassi Financial is based in downtown Fort Collins, Colorado, approximately 60 miles north of Denver.  The professional team works with clients throughout the country and is licensed in Colorado, Arkansas, California, Illinois, Minnesota, Ohio, Texas, Washington, and Wyoming.  They offer individualized financial planning strategies.

Fassi and his team provide services in wealth management, which entails establishing an investment policy statement, allocating assets in accordance with this statement, and reviewing it on a regular basis.  They also provide wealth preservation assistance, including the utilization of tactical allocation strategies, transferring risk to a third party, and employing their enhanced knowledge of tax planning to allow clients to maintain the majority of their profits. They additionally handle matters of wealth transfers.  They provide business continuation strategies, evaluate implications regarding estate taxes, and review wills, trusts, and beneficiary designations.

Michael Fassi also specializes in retirement and wealth distribution.  This entails evaluating his client’s tax implications, analyzing their income needs, and ensuring that they do not outlive their finances.  He likes to remind his clients that when he started in the industry more than 39 years ago, the DOW was at 740.  It is currently at 16,000.  It gives his clients added confidence in his diverse experience in dealing with the market.  His designations allow him to work with a variety of business owners, assisting them with succession and estate planning.  He also educates his clients on income distribution and protecting their assets.

He also dedicates himself to educating others at the collegiate level.  He co-teaches many courses on modern retirement planning at Colorado State University, which is located in Fort Collins.  They also offer these courses at Northern Colorado University in Greeley, Colorado, and at the University of Nevada Reno Campus.

Michael Fassi:  Community Involvement and Activities

Michael Fassi is an active member of his community.  He is the former chair of the Larimer County Republican Party, an organization which he has involved himself in for a number of years.  He is also a member of the Chamber of Commerce.  Fassi gives of his time to fundraising efforts for many non-profit organizations.

Fassi is a former member of the Rotary Club.  This international service organization has 34,282 clubs and more than 1.2 million members all over the world.  Their membership is made up of professional leaders from a diverse range of industries.  They are dedicated to maintaining high ethical standards in the business world and contribute to humanitarian efforts.

Piloting Experience

Michael Fassi earned his pilot’s license approximately 40 years ago.  As an experienced private pilot, he serves as a captain of the Civil Air Patrol, an auxiliary of the United States Air Force.  This organization owns the largest fleet of sing-engine piston aircrafts in the United States.  Pilots with the Civil Air Patrol assist Homeland Security by flying reconnaissance missions, and aid local law enforcement when conducting searches.  They also transport medical supplies and personnel, along with live tissue and blood.  In times of need they handle search and rescue missions and transport emergency service personnel from location to location during disasters.

He also participates in Honor Flight every year.  This program utilizes pilots, such as Fassi, to transport veterans to Washington, DC so that they may experience the memorials dedicated to their service in-person.  Top priority is given to veterans of World War II, who are perishing at a rate of 800 per day, and any other veteran with a terminal illness.  This organization believes it is just as important to build memorials in tribute to these soldiers as it is to let those who served witness their memorials.

Hobbies

Fassi mostly travels for business but makes time to enjoy these trips with his wife.  He visits his clients all over the county and makes frequent trips to Florida, San Diego, and Seattle.  He also splits his time between his Colorado and Nevada offices and teaches at academic institutions in both locations.

He considers himself a gourmet cook who specializes in Italian and Mediterranean cuisines.  He has his clients come to his home on a monthly basis to cook for them.  He believes that business and his hobbies go hand in hand.  He is also an avid golfer and utilizes the sport for its business and social aspects.  Whenever he travels for business he makes a point of hitting the golf course with his wife.

Michael Fassi greatly enjoys giving back to his community and making a difference in the lives of others.  His professional goal is to help his clients gain an in-depth understanding of their finances, assisting them in the protection of their income throughout their retirement years.  Michael Fassi also benefits his clients by providing sound advice on succession and estate planning.

 

Michael Fassi is a Registered Principals/Advisory Associate. Securities and advisory services offered through Centaurus Financial Inc., a Registered Investment Advisor Member FINRA/SIPC.
BW

 

Summary
Photo ofMichael Fassi
Name
Michael Fassi
Nickname
(Mike)
Website
Job Title
CLU, ChFC
Company
Fassi Financial
125 South Howes St, Suite 910, Fort Collins, Colorado,