Fred Gatti, CFP - UBS Financial Services Inc.

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About

Fred Gatti, CFP® - UBS Financial Services Inc. Fred Gatti, CFP® at UBS Financial Services Inc., located in the heart of Midtown Manhattan at 1285 6th Avenue, New York, NY 10019, is a trusted financial consultant dedicated to helping individuals, families, and businesses achieve their financial goals. With years of experience in the financial services industry and a Certified Financial Planner™ (CFP®) designation, Fred Gatti provides expert guidance tailored to each client’s unique needs. Comprehensive Financial Planning Services Fred Gatti specializes in offering comprehensive financial planning services that address every aspect of wealth management. Whether you are planning for retirement, saving for your children’s education, or looking to grow and preserve your wealth, Fred works closely with clients to create personalized strategies that align with their long-term objectives. His expertise spans investment management, tax-efficient strategies, estate planning coordination, and risk management solutions. Client-Centered Approach At the core of Fred’s practice is a commitment to understanding his clients’ individual circumstances and aspirations. By taking the time to listen and assess each client’s financial situation thoroughly, he ensures that every recommendation is customized and actionable. This client-centered approach fosters trust and builds lasting relationships based on transparency and accountability. Backed by UBS Financial Services Inc. As part of UBS Financial Services Inc., one of the world’s leading wealth management firms, Fred has access to an extensive range of resources and cutting-edge tools designed to deliver superior results. The global reach and innovative solutions provided by UBS enable him to offer clients unparalleled opportunities for growth while mitigating risks in an ever-changing economic landscape. Conveniently Located in Midtown Manhattan Situated in Midtown Manhattan’s bustling business district, Fred Gatti’s office is easily accessible for clients across New York City. Whether you prefer in-person consultations or virtual meetings, Fred ensures flexibility to accommodate your schedule while maintaining the highest level of service. Why Choose Fred Gatti? Choosing Fred Gatti as your financial consultant means partnering with a professional who prioritizes your success above all else. His dedication to ethical practices combined with his deep knowledge of financial markets makes him a reliable advisor for navigating complex financial decisions. For more information or to schedule a consultation with Fred Gatti at UBS Financial Services Inc., call +1 212-713-1848 today. .

Technical Info

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Created 18 Jan 2025
Updated 07 Jul 2026

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