The Team

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.

Our Advisors

Gil Fash

Gil Fash

Financial Advisor

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Designations

MSFS

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies

Education

University of Minnesota, Business Administration
CA Insurance #0B39633

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Chris Fash

Chris Fash

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Investment Management
  • Business Retirement Plans

Education

The Ohio State University, Risk Managment and Finance
CA Insurance #0E22339

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Jerry Strzelecki

Jerry Strzelecki

Financial Advisor

Our Staff

Geraldine Becker

Geraldine Becker

Client Service Specialist

Denise Battaglia

Denise Battaglia

Client Service Coordinator

Patricia Escamilla

Patricia Escamilla

Client Service Coordinator