Mike Fassi CLU, ChFC

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Mike Fassi is a professional at Fassi Financial.  He has devoted his career to providing his clients with necessary financial services. He prides himself on his ability to provide personal services to his clients in a timely manner.  He specializes in the areas of investment and retirement income generation using traditional and non-traditional investment instruments.  This entails evaluating his client’s tax implications, analyzing their income needs, and ensuring that they do not outlive their finances.  He also educates his clients on income distribution and protecting their assets.  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.

Professional Designations

Mike 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 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 strategic 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.

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.

Summary
Photo ofMike Fassi
Name
Mike Fassi
Website
Job Title
CLU, ChFC
Company
Fassi Financial
125 South Howes St, Suite 910, Fort Collins, Colorado,