Keith Onto
Partner
Keith received a B.S. in Financial Economics from the University of Maryland Baltimore County where he competed on the track team and still holds the University and America East Conference records in the decathlon. He went on to complete his MBA with a concentration in Finance at Wagner College and earning the Outstanding Achievement Award for highest GPA in the MBA program.
Keith uses a well-developed and highly evolved process to help people clarify their objectives. He helps clients understand the pros and cons of the various potential strategies they might want to employ in order to implement a solid financial plan, then guides them step by step through the planning process to make their plan a reality.
Keith enjoys the outdoors and is an avid boater and fisherman. Keith resides in Point Pleasant with his wife, and daughter. He maintains strong ties in the community and is a regional board member of Big Brother Big Sisters of Coastal and Northeren New Jersey.
Professional Qualifications:
California Insurance License #: 4170014
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.