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Keith Onto, CFP®, ChFC® MBA

Keith Onto, CFP®, ChFC® MBA

Partner - CERTIFIED FINANCIAL PLANNERâ„¢ professional

Keith uses a well-developed and highly evolved process to help people clarify their financial goals. 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 has a passion for knowledge and has attained the CERTIFIED FINANCIAL PLANNER™ professional designation. Keith received a B.S. in Financial Economics from the University of Maryland Baltimore County. Keith completed his MBA with a concentration in Finance at Wagner College and earning the Outstanding Achievement Award for highest GPA in the MBA program.
Keith has been featured in the NJ Monthly as a five time Five Star Wealth Manager. Keith has been awarded the Centurion producer award as well as the National Leaders Forum and Million Dollar Round Table award multiple times as member of the firm’s Elite Producer Group (EPG). Keith holds Series 7, 63, 65 various state life and health insurance licenses.
Keith enjoys the outdoors and is an avid boater and fisherman. Keith resides in Point Pleasant with his wife and two children. He maintains strong ties in the community and is a regional board member of Big Brother & Big Sisters of Coastal and Northern New Jersey.

"CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements."

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.