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.

Co-workers

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
  • AZ
  • CA
  • FL
  • IL
  • MA
  • MD
  • MI
  • MS
  • NV
  • NY
  • OR
  • TN
  • TX
  • VA
  • WA

Education

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

Email Me

Three generations in apple orchard

Turn possibilities into a plan

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Mountain climbers on peak at sunrise

A leading global wealth manager

Texas

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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