Beacon Wealth Partners | Financial & Retirement Planning

CONNECT

Address:

356 Franklin Avenue
Nutley, NJ 07110

Phone:

973-667-8650

David Lo

David Lo

Partner

David has specialized in the Employee Benefits and Financial Consulting practice since 2001.  He works with both individuals and business owners in the areas of group benefits, retirement planning and risk management.  David brings a pure focus on providing the highest level of service and responsiveness to his customer’s needs.  His success has been built upon listening to clients and comfortably explaining complex ideas into easily understood concepts while eliminating any potential surprises along the way. Together with AXA Advisors, David offers a tremendous platform to empower clients in the following areas:

  • Group and Individual Medical planning
  • Group and Individual: Dental, Vision, Disability and Life Insurance Planning
  • Retirement Planning
  • Investment Analysis
  • Risk Management and Wealth Perservation

David is a graduate of Saint Peter’s University with a degree in Mathematics.  While there, he led the competition Swim Team to conference championships.  Outside of work, David continues to enjoy sports and cycles whenever there’s spare time.  He’s actively involved in the growing Central Jersey business community and lives in Marlboro, NJ with his wife Nina and their 2 children.

Professional Qualifications:

 

 

  • Member of EPG (Elite Producer Group)
  • Securities Series 7 license - 2001
  • Uniform Securities Agent State Law Series 63 license - 2001
  • Uniform Investment Advisor Law Series 65 license - 2002
  • State of New Jersey Insurance Producer License (Life, Health & Variable) - 2002
  • Outside State appointments: NY, PA, CA, NC and FL

California Insurance License #: 0H67814


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Beacon Wealth Partners is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 732-292-3327
Fax 732-528-6741
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck