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Our Team

ABOUT FASSI FINANCIAL

Their corporate headquarters is located in downtown Fort Collins with satellite offices in Windsor, Colorado and Reno, Nevada.   Fassi Financial does business in all 50 states.  Fassi Financial specializes in independent, fee based wealth management, protection, distribution and transfer strategies.  The network includes CPA’s, attorney’s and financial consultants.  Working as a team, the network provides comprehensive planning strategies, tailored to individual needs.  Our staff prides themselves in providing excellent personal service and timely responses to customer needs.

Michael Fassi

Michael Fassi, CLU CHFC

OSJ, Investment Advisor

(970) 416-0088

(970) 416-0087

Terri Fassi

Terri Fassi, CPA, MBA, CDFA

Certified Divorce Financial Analyst

(970) 416-0088

(970) 416-0087

Beneta Reynoso

Beneta Reynoso

Investment Advisor

(951) 788-7876

(951) 788-5256

Devon  Lentz

Devon Lentz

Director of Client Relations

(970) 416-0088

(970) 416-0087

Lee Fotsch

Lee Fotsch

Investment Advisor

(970) 416-0088

(970) 416-0087