Fash Wealth Advisors

Owning a business can be a dream come true, but it can also create unique personal financial considerations. With our experience helping small business owners with ongoing advice, we help our clients consider tax strategies, employee benefit and retirement plans, insurance and protection plans, business valuation and succession planning. Using our exclusive Confident Retirement® approach, we offer personalized advice to help them make more confident financial decisions for themselves and their business, today and for the future.


Advisors

Gil Fash

Gil Fash

Financial Advisor

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Chris Fash

Chris Fash

Private Wealth Advisor

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Jerry Strzelecki

Jerry Strzelecki

Financial Consultant

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Team

Geraldine Becker

Geraldine Becker

Client Service Specialist

Denise Battaglia

Denise Battaglia

Client Service Coordinator

Patricia Escamilla

Patricia Escamilla

Client Service Coordinator