David Lo

Partner

How I can help you

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 financial risk management.  David brings a pure focus on providing the highest level of service and responsiveness to his client'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 Equitable Advisors, David offers a tremendous platform to empower clients with successful financial and insurance strategies.

What makes me knowledgeable

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 financial risk management.  David brings a pure focus on providing the highest level of service and responsiveness to his client'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 Equitable Advisors, David offers a tremendous platform to empower clients with successful financial and insurance strategies.

Getting to know me

David is first generation Chinese of parents who migrated to America back in 1972.  Today, he lives in Marlboro, NJ with his wife, Nina and 2 children.  Outside of work, he supports his children's competition swimming by volunteer coaching for Greater Monmouth YMCA race team.  Family comes first, and if there's spare time David is an avid cyclist and loves to swing the tennis racket.




















California Insurance License #: 0H67814


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable 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 Office Locations

Nutley, NJ

is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 732-292-3327
Fax 732-528-6741