Park Avenue Securities
44yrs
Top 1% by experience in Colorado
45yrs
Based in Windsor, Colorado, Michael Fassi is a fiduciary financial advisor with 45 years of industry experience. Michael has been with Centaurus Financial since 2006; before that, Michael spent less than a year at Geneos Wealth Management. Michael holds the ChFC designation.
One of 48 advisors with offices in Windsor, and one of 46 fiduciaries.
At a glance
Experience45 years (since 1981)
How that compares ?Top advisor by experience in Windsor
OfficeWindsor, CO
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$213,989
Advisors at the firm429
States licensed ?2 states
Services through Centaurus Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2006 – nowCentaurus Financial, Inc.Current firm
- Aug 2005 – Dec 2005Geneos Wealth Management, Inc.Previously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Centaurus Financial at 714-456-1790 and ask for Michael Fassi. Michael works from the Windsor, CO office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1981, about 45 years. Top advisor by experience in Windsor.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Centaurus Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
40yrs
Top 2% by experience in Colorado
Osaic Wealth
36yrs
Top 5% by experience in Colorado
Osaic Wealth
30yrs
Top 10% by experience in Windsor
Centaurus Financial
28yrs
Top 12% by experience in Windsor
LPL Financial
28yrs
Top 14% by experience in Colorado