Broker Check
Michael Fassi, CLU CHFC

Michael Fassi, CLU CHFC

OSJ, Investment Advisor

Michael Fassi has over 39 years of experience in the financial services industry.  Mike has extensive expertise helping clients with investment and retirement distribution decisions.  His primary goal is to make sure that clients don’t outlive their retirement income.  As a CLU and ChFC, Mike works with many business owners in the areas of succession and estate planning.  Mike teaches retirement planning classes at Colorado State University, the University of Northern Colorado, the University of Nevada – Reno, and Truckee Meadows Community College – Reno, Nevada.  Mike is involved with with the Civil Air Patrol and Honor Flight of Northern Colorado.

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