Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.


David Fanucchi

First Vice President–Wealth Management

David is in his third decade of developing and managing investment strategies for clients. His focus is to work in close collaboration with you, to help you gain the financial freedom and flexibility to live the lifestyle you have worked so hard to achieve...now and in the future.

Personal & Community

  • David is an avid golfer and enjoys fly-fishing and baseball as well as traveling.

 David holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0512985.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • GA
  • IL
  • MI
  • MS
  • MT
  • NV
  • OR
  • TX
  • VA
  • WA


  • Master of Science, San Francisco State University
  • Bachelor of Science, San Diego State University
200 Clock Tower Place
Suite C-100
Carmel, CA 93923
  • (831) 626-2323

Email Me

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager